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

Soundmark 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 Q2	–	Sell	-11,785	Closed	-$711K	–	66
2024 Q1	$711K	Buy	11,785 +255	+2%	+$14.8K	0.32%	43
2023 Q4	$668K	Buy	11,530 +25	+0.2%	+$1.36K	0.33%	42
2023 Q3	$616K	Buy	11,505 +218	+2%	+$12.2K	0.34%	43
2023 Q2	$633K	Buy	11,287 +19	+0.2%	+$1.06K	0.35%	42
2023 Q1	$622K	Buy	11,268 +1,162	+11%	+$63.5K	0.37%	43
2022 Q4	$523K	Buy	10,106 +2,144	+27%	+$107K	0.34%	43
2022 Q3	$364K	Hold	7,962	–	–	0.26%	46
2022 Q2	$411K	Buy	7,962 +440	+6%	+$24.4K	0.29%	44
2022 Q1	$448K	Buy	7,522 +107	+1%	+$6.51K	0.31%	41
2021 Q4	$471K	Sell	7,415 -489	-6%	-$31.4K	0.32%	41
2021 Q3	$500K	Sell	7,904 -24	-0.3%	-$1.57K	0.18%	46
2021 Q2	$524K	Buy	7,928 +493	+7%	+$32.3K	0.22%	42
2021 Q1	$466K	Buy	7,435 +8	+0.1%	+$502	0.26%	42
2020 Q4	$447K	Buy	+7,427	New	+$418K	0.29%	37

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Soundmark Wealth Management's VXUS Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2024, closing a stake of 11,785 shares — an estimated $711K sold.

Soundmark Wealth Management first reported a position in VXUS in Q4 2020 and held it in 14 quarters. The position peaked at $711K in Q1 2024. 1,152 funds tracked by Wall St. Rank hold VXUS as of Q2 2024.

Soundmark Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 11,785 Vanguard Total International Stock ETF shares in Q2 2024, an estimated $711K.
Soundmark Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2020 and held it in 14 quarters.
Soundmark Wealth Management's Vanguard Total International Stock ETF position peaked at $711K in Q1 2024.
1,152 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.