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

Pine Harbor 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
2024 Q4	–	Sell	-5,202	Closed	-$337K	–	106
2024 Q3	$337K	Sell	5,202 -290	-5%	-$18K	0.17%	70
2024 Q2	$331K	Hold	5,492	–	–	0.19%	65
2024 Q1	$331K	Sell	5,492 -3,080	-36%	-$179K	0.21%	67
2023 Q4	$497K	Buy	+8,572	New	+$468K	0.38%	53

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

Pine Harbor Wealth Management's VXUS Position: Q4 2024 in Review

Pine Harbor Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2024, closing a stake of 5,202 shares — an estimated $337K sold.

Pine Harbor Wealth Management first reported a position in VXUS in Q4 2023 and held it in 4 quarters. The position peaked at $497K in Q4 2023. 1,297 funds tracked by Wall St. Rank hold VXUS as of Q4 2024.

Pine Harbor Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q4 2024 after selling out during the quarter.
Pine Harbor Wealth Management sold 5,202 Vanguard Total International Stock ETF shares in Q4 2024, an estimated $337K.
Pine Harbor Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2023 and held it in 4 quarters.
Pine Harbor Wealth Management's Vanguard Total International Stock ETF position peaked at $497K in Q4 2023.
1,297 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2024.

Based on Pine Harbor Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.