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Regent Peak Wealth Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-180
Closed -$11K – 984
2020
Q4 		$11K Buy
+180
New +$10.1K ﹤0.01% 555

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regent Peak Wealth Advisors's VXUS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2021, closing a stake of 180 shares — an estimated $11K sold.

Regent Peak Wealth Advisors first reported a position in VXUS in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 675 funds tracked by Wall St. Rank hold VXUS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vanguard Total International Stock ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 180 Vanguard Total International Stock ETF shares in Q1 2021, an estimated $11K.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Total International Stock ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vanguard Total International Stock ETF position peaked at $11K in Q4 2020.
  • 675 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.