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One Wealth Management Investment & Advisory Services’s Vanguard Total International Stock ETF VXUS Stock Holding History

One Wealth Management Investment & 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
2024
Q1 		– Sell
-10,922
Closed -$633K – 158
2023
Q4 		$633K Buy
+10,922
New +$596K 0.28% 59

Other funds holding VXUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's VXUS Position: Q1 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2024, closing a stake of 10,922 shares — an estimated $633K sold.

One Wealth Management Investment & Advisory Services first reported a position in VXUS in Q4 2023 and held it in 1 quarter. The position peaked at $633K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold VXUS as of Q1 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Vanguard Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 10,922 Vanguard Total International Stock ETF shares in Q1 2024, an estimated $633K.
  • One Wealth Management Investment & Advisory Services first reported a position in Vanguard Total International Stock ETF in Q4 2023 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Vanguard Total International Stock ETF position peaked at $633K in Q4 2023.
  • 1,135 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.