Level Financial Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Level Financial Advisors’s Portfolio VXUS Stock Details VXUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-348	Closed	-$20.2K	–	253
2023 Q4	$20.2K	Hold	348	–	–	0.01%	158
2023 Q3	$18.6K	Hold	348	–	–	0.01%	153
2023 Q2	$19.5K	Buy	348 +36	+12%	+$2.01K	0.01%	148
2023 Q1	$17.2K	Hold	312	–	–	0.01%	147
2022 Q4	$16K	Hold	312	–	–	0.01%	140
2022 Q3	$14K	Sell	312 -566	-64%	-$29K	0.01%	158
2022 Q2	$45K	Sell	878 -188	-18%	-$10.4K	0.03%	109
2022 Q1	$64K	Hold	1,066	–	–	0.05%	78
2021 Q4	$68K	Buy	+1,066	New	+$68.5K	0.05%	77

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Level Financial Advisors's VXUS Position: Q1 2024 in Review

Level Financial Advisors sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2024, closing a stake of 348 shares — an estimated $20.2K sold.

Level Financial Advisors first reported a position in VXUS in Q4 2021 and held it in 9 quarters. The position peaked at $68K in Q4 2021. 1,135 funds tracked by Wall St. Rank hold VXUS as of Q1 2024.

Level Financial Advisors reported no remaining Vanguard Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 348 Vanguard Total International Stock ETF shares in Q1 2024, an estimated $20.2K.
Level Financial Advisors first reported a position in Vanguard Total International Stock ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Vanguard Total International Stock ETF position peaked at $68K in Q4 2021.
1,135 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.