Palumbo Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Palumbo Wealth Management’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 Q2	–	Sell	-6,381	Closed	-$352K	–	111
2023 Q1	$352K	Sell	6,381 -781	-11%	-$42.7K	0.23%	70
2022 Q4	$370K	Sell	7,162 -32	-0.4%	-$1.6K	0.29%	63
2022 Q3	$329K	Buy	7,194 +608	+9%	+$31.1K	0.28%	64
2022 Q2	$340K	Buy	6,586 +816	+14%	+$45.3K	0.27%	64
2022 Q1	$345K	Sell	5,770 -55	-0.9%	-$3.35K	0.22%	70
2021 Q4	$370K	Buy	5,825 +253	+5%	+$16.2K	0.23%	69
2021 Q3	$352K	Buy	5,572 +352	+7%	+$23K	0.23%	74
2021 Q2	$343K	Buy	5,220 +775	+17%	+$50.7K	0.23%	76
2021 Q1	$279K	Buy	+4,445	New	+$279K	0.21%	83

Other funds holding VXUS

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WANY

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Palumbo Wealth Management's VXUS Position: Q2 2023 in Review

Palumbo Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2023, closing a stake of 6,381 shares — an estimated $352K sold.

Palumbo Wealth Management first reported a position in VXUS in Q1 2021 and held it in 9 quarters. The position peaked at $370K in Q4 2022. 968 funds tracked by Wall St. Rank hold VXUS as of Q2 2023.

Palumbo Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q2 2023 after selling out during the quarter.
Palumbo Wealth Management sold 6,381 Vanguard Total International Stock ETF shares in Q2 2023, an estimated $352K.
Palumbo Wealth Management first reported a position in Vanguard Total International Stock ETF in Q1 2021 and held it in 9 quarters.
Palumbo Wealth Management's Vanguard Total International Stock ETF position peaked at $370K in Q4 2022.
968 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2023.

Based on Palumbo Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.