Simplicity Solutions’s Vanguard Total International Stock ETF VXUS Stock Holding History

Simplicity Solutions’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
2023 Q4	$785K	Sell	13,545 -29,229	-68%	-$1.6M	0.02%	517
2023 Q3	$2.29M	Sell	42,774 -84,781	-66%	-$4.73M	0.07%	248
2023 Q2	$7.15M	Buy	127,555 +12,646	+11%	+$707K	0.2%	100
2023 Q1	$6.34M	Buy	+114,909	New	+$6.28M	0.17%	118
2021 Q1	–	Sell	-40,496	Closed	-$2.44M	–	980
2020 Q4	$2.44M	Buy	40,496 +1,622	+4%	+$91.3K	0.04%	345
2020 Q3	$2.03M	Sell	38,874 -1,356	-3%	-$71.1K	0.04%	325
2020 Q2	$1.98M	Buy	+40,230	New	+$1.86M	0.04%	312
2020 Q1	–	Sell	-5,576	Closed	-$311K	–	902
2019 Q4	$311K	Buy	+5,576	New	+$300K	0.01%	668
2019 Q2	–	Sell	-5,093	Closed	-$264K	–	881
2019 Q1	$264K	Buy	+5,093	New	+$258K	0.02%	577

Other funds holding VXUS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Simplicity Solutions's VXUS Position: Q4 2023 in Review

Simplicity Solutions reduced its Vanguard Total International Stock ETF (VXUS) stake by 68% in Q4 2023, selling an estimated $1.6M and leaving 13,545 shares worth $785K. The position accounts for 0.02% of the portfolio, ranked #517.

Simplicity Solutions first reported a position in VXUS in Q1 2019 and has held it in 9 quarters since. The position peaked at $7.15M in Q2 2023. 1,106 funds tracked by Wall St. Rank hold VXUS as of Q4 2023.

Simplicity Solutions held 13,545 shares of Vanguard Total International Stock ETF worth $785K as of Q4 2023.
Simplicity Solutions sold 29,229 Vanguard Total International Stock ETF shares in Q4 2023, an estimated $1.6M.
Vanguard Total International Stock ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #517 holding.
Simplicity Solutions first reported a position in Vanguard Total International Stock ETF in Q1 2019 and has held it in 9 quarters since.
Simplicity Solutions's Vanguard Total International Stock ETF position peaked at $7.15M in Q2 2023.
1,106 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.