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Sonora Investment Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Sonora Investment 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
2021
Q3 		$8K Hold
120
– – ﹤0.01% 824
2021
Q2 		$8K Hold
120
– – ﹤0.01% 754
2021
Q1 		$8K Sell
120
-80
-40% -$5.02K ﹤0.01% 1373
2020
Q4 		$12K Hold
200
– – ﹤0.01% 1119
2020
Q3 		$10K Buy
+200
New +$10.5K ﹤0.01% 1219
2019
Q1 		– Sell
-190
Closed -$9K – 1535
2018
Q4 		$9K Buy
+190
New +$9.46K ﹤0.01% 912

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sonora Investment Management's VXUS Position: Q3 2021 in Review

Sonora Investment Management held its Vanguard Total International Stock ETF (VXUS) position steady in Q3 2021 at 120 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Sonora Investment Management first reported a position in VXUS in Q4 2018 and has held it in 6 quarters since. The position peaked at $12K in Q4 2020. 716 funds tracked by Wall St. Rank hold VXUS as of Q3 2021.

  • Sonora Investment Management held 120 shares of Vanguard Total International Stock ETF worth $8K as of Q3 2021.
  • Sonora Investment Management left its Vanguard Total International Stock ETF share count unchanged in Q3 2021.
  • Vanguard Total International Stock ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #824 holding.
  • Sonora Investment Management first reported a position in Vanguard Total International Stock ETF in Q4 2018 and has held it in 6 quarters since.
  • Sonora Investment Management's Vanguard Total International Stock ETF position peaked at $12K in Q4 2020.
  • 716 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.