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LWM Advisory Services’s Vanguard Total International Stock ETF VXUS Stock Holding History

LWM Advisory Services’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
2023
Q4 		– Sell
-201
Closed -$10.8K – 151
2023
Q3 		$10.8K Buy
+201
New +$11.2K 0.01% 127

Other funds holding VXUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Cambridge Investment Research Advisors
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LWM Advisory Services's VXUS Position: Q4 2023 in Review

LWM Advisory Services sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2023, closing a stake of 201 shares — an estimated $10.8K sold.

LWM Advisory Services first reported a position in VXUS in Q3 2023 and held it in 1 quarter. The position peaked at $10.8K in Q3 2023. 1,106 funds tracked by Wall St. Rank hold VXUS as of Q4 2023.

  • LWM Advisory Services reported no remaining Vanguard Total International Stock ETF position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 201 Vanguard Total International Stock ETF shares in Q4 2023, an estimated $10.8K.
  • LWM Advisory Services first reported a position in Vanguard Total International Stock ETF in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's Vanguard Total International Stock ETF position peaked at $10.8K in Q3 2023.
  • 1,106 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.