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Monterey Private Wealth’s Vanguard Total International Stock ETF VXUS Stock Holding History

Monterey Private Wealth’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
2022
Q1 		– Sell
-21,158
Closed -$1.34M – 133
2021
Q4 		$1.34M Buy
+21,158
New +$1.36M 0.67% 28

Other funds holding VXUS

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
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
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Monterey Private Wealth's VXUS Position: Q1 2022 in Review

Monterey Private Wealth sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2022, closing a stake of 21,158 shares — an estimated $1.34M sold.

Monterey Private Wealth first reported a position in VXUS in Q4 2021 and held it in 1 quarter. The position peaked at $1.34M in Q4 2021. 861 funds tracked by Wall St. Rank hold VXUS as of Q1 2022.

  • Monterey Private Wealth reported no remaining Vanguard Total International Stock ETF position as of Q1 2022 after selling out during the quarter.
  • Monterey Private Wealth sold 21,158 Vanguard Total International Stock ETF shares in Q1 2022, an estimated $1.34M.
  • Monterey Private Wealth first reported a position in Vanguard Total International Stock ETF in Q4 2021 and held it in 1 quarter.
  • Monterey Private Wealth's Vanguard Total International Stock ETF position peaked at $1.34M in Q4 2021.
  • 861 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2022.

Based on Monterey Private Wealth's 13F filing for Q1 2022, filed 8 Apr 2022.