O'Connor Financial Group’s Vanguard Total International Stock ETF VXUS Stock Holding History

O'Connor Financial Group’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	-8,876	Closed	-$514K	–	59
2023 Q4	$514K	Sell	8,876 -77	-0.9%	-$4.2K	0.32%	40
2023 Q3	$479K	Sell	8,953 -181	-2%	-$10.1K	0.33%	40
2023 Q2	$512K	Buy	9,134 +389	+4%	+$21.8K	0.35%	39
2023 Q1	$483K	Buy	+8,745	New	+$478K	0.36%	42

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

O'Connor Financial Group's VXUS Position: Q1 2024 in Review

O'Connor Financial Group sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2024, closing a stake of 8,876 shares — an estimated $514K sold.

O'Connor Financial Group first reported a position in VXUS in Q1 2023 and held it in 4 quarters. The position peaked at $514K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold VXUS as of Q1 2024.

O'Connor Financial Group reported no remaining Vanguard Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
O'Connor Financial Group sold 8,876 Vanguard Total International Stock ETF shares in Q1 2024, an estimated $514K.
O'Connor Financial Group first reported a position in Vanguard Total International Stock ETF in Q1 2023 and held it in 4 quarters.
O'Connor Financial Group's Vanguard Total International Stock ETF position peaked at $514K in Q4 2023.
1,135 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2024.

Based on O'Connor Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.