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Planning Capital Management Corporation’s Vanguard Total International Stock ETF VXUS Stock Holding History

Planning Capital Management Corporation’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
Q3 		$17.2K Buy
266
+1
+0.4% +$62 0.01% 333
2024
Q2 		$16K Buy
265
+2
+0.8% +$121 0.01% 338
2024
Q1 		$15.9K Buy
263
+1
+0.4% +$58 0.01% 339
2023
Q4 		$15.2K Buy
+262
New +$14.3K 0.01% 356

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 $424B AUM 22.94% 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 $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
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

Planning Capital Management Corporation's VXUS Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Vanguard Total International Stock ETF (VXUS) stake by 0.38% in Q3 2024, buying an estimated $62 and bringing the position to 266 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #333.

Planning Capital Management Corporation first reported a position in VXUS in Q4 2023 and has held it in 4 quarters since. 1,182 funds tracked by Wall St. Rank hold VXUS as of Q3 2024.

  • Planning Capital Management Corporation held 266 shares of Vanguard Total International Stock ETF worth $17.2K as of Q3 2024.
  • Planning Capital Management Corporation bought 1 Vanguard Total International Stock ETF share in Q3 2024, an estimated $62.
  • Vanguard Total International Stock ETF made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #333 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard Total International Stock ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,182 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.