Petix & Botte Financial’s Vanguard Total International Stock ETF VXUS Stock Holding History

Petix & Botte Financial’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	-11,052	Closed	-$641K	–	168
2023 Q4	$641K	Buy	11,052 +22	+0.2%	+$1.2K	0.19%	61
2023 Q3	$590K	Buy	11,030 +8	+0.1%	+$447	0.19%	64
2023 Q2	$618K	Buy	11,022 +4,743	+76%	+$265K	0.19%	62
2023 Q1	$347K	Buy	+6,279	New	+$343K	0.23%	56
2022 Q3	$315K	Buy	6,891 +5	+0.1%	+$256	0.24%	57
2022 Q2	$355K	Sell	6,886 -6,670	-49%	-$370K	0.26%	54
2022 Q1	$810K	Buy	13,556 +6,779	+100%	+$413K	0.25%	54
2021 Q4	$431K	Sell	6,777 -7,147	-51%	-$459K	0.27%	54
2021 Q3	$880K	Buy	13,924 +6,864	+97%	+$448K	0.3%	51
2021 Q2	$464K	Buy	7,060 +6	+0.1%	+$393	0.32%	53
2021 Q1	$442K	Buy	7,054 +2	+0%	+$125	0.33%	53
2020 Q4	$424K	Buy	7,052 +7	+0.1%	+$394	0.32%	54
2020 Q3	$367K	Sell	7,045 -5,831	-45%	-$306K	0.29%	57
2020 Q2	$317K	Buy	12,876 +5,057	+65%	+$234K	0.26%	58
2020 Q1	$328K	Sell	7,819 -2,170	-22%	-$110K	0.32%	54
2019 Q4	$555K	Buy	+9,989	New	+$537K	0.44%	46

Other funds holding VXUS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Petix & Botte Financial's VXUS Position: Q1 2024 in Review

Petix & Botte Financial sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2024, closing a stake of 11,052 shares — an estimated $641K sold.

Petix & Botte Financial first reported a position in VXUS in Q4 2019 and held it in 16 quarters. The position peaked at $880K in Q3 2021. 1,139 funds tracked by Wall St. Rank hold VXUS as of Q1 2024.

Petix & Botte Financial reported no remaining Vanguard Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
Petix & Botte Financial sold 11,052 Vanguard Total International Stock ETF shares in Q1 2024, an estimated $641K.
Petix & Botte Financial first reported a position in Vanguard Total International Stock ETF in Q4 2019 and held it in 16 quarters.
Petix & Botte Financial's Vanguard Total International Stock ETF position peaked at $880K in Q3 2021.
1,139 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2024.

Based on Petix & Botte Financial's 13F filing for Q1 2024, filed 6 May 2024.