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Peterson Financial Group’s Vanguard Total International Stock ETF VXUS Stock Holding History

Peterson 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
2022
Q4 		– Sell
-9,709
Closed -$444K – 78
2022
Q3 		$444K Buy
+9,709
New +$497K 0.43% 58

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Envestnet Asset Management
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Bank of America
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GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Peterson Financial Group's VXUS Position: Q4 2022 in Review

Peterson Financial Group sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2022, closing a stake of 9,709 shares — an estimated $444K sold.

Peterson Financial Group first reported a position in VXUS in Q3 2022 and held it in 1 quarter. The position peaked at $444K in Q3 2022. 918 funds tracked by Wall St. Rank hold VXUS as of Q4 2022.

  • Peterson Financial Group reported no remaining Vanguard Total International Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Peterson Financial Group sold 9,709 Vanguard Total International Stock ETF shares in Q4 2022, an estimated $444K.
  • Peterson Financial Group first reported a position in Vanguard Total International Stock ETF in Q3 2022 and held it in 1 quarter.
  • Peterson Financial Group's Vanguard Total International Stock ETF position peaked at $444K in Q3 2022.
  • 918 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2022.

Based on Peterson Financial Group's 13F filing for Q4 2022, filed 3 Feb 2023.