Stegent Equity Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Stegent Equity 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
2023 Q3	–	Sell	-3,961	Closed	-$222K	–	65
2023 Q2	$222K	Sell	3,961 -89	-2%	-$4.98K	0.25%	58
2023 Q1	$224K	Buy	4,050 +48	+1%	+$2.62K	0.22%	61
2022 Q4	$207K	Buy	+4,002	New	+$200K	0.25%	59
2022 Q2	–	Sell	-3,896	Closed	-$233K	–	101
2022 Q1	$233K	Buy	+3,896	New	+$237K	0.2%	86

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

WANY

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Stegent Equity Advisors's VXUS Position: Q3 2023 in Review

Stegent Equity Advisors sold out of Vanguard Total International Stock ETF (VXUS) in Q3 2023, closing a stake of 3,961 shares — an estimated $222K sold.

Stegent Equity Advisors first reported a position in VXUS in Q1 2022 and held it in 4 quarters. The position peaked at $233K in Q1 2022. 979 funds tracked by Wall St. Rank hold VXUS as of Q3 2023.

Stegent Equity Advisors reported no remaining Vanguard Total International Stock ETF position as of Q3 2023 after selling out during the quarter.
Stegent Equity Advisors sold 3,961 Vanguard Total International Stock ETF shares in Q3 2023, an estimated $222K.
Stegent Equity Advisors first reported a position in Vanguard Total International Stock ETF in Q1 2022 and held it in 4 quarters.
Stegent Equity Advisors's Vanguard Total International Stock ETF position peaked at $233K in Q1 2022.
979 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2023.

Based on Stegent Equity Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.