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Summit Wealth & Retirement Planning’s Vanguard Total International Stock ETF VXUS Stock Holding History

Summit Wealth & Retirement Planning’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
Q1 		– Sell
-4,330
Closed -$224K – 115
2022
Q4 		$224K Buy
+4,330
New +$217K 0.09% 96

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Summit Wealth & Retirement Planning's VXUS Position: Q1 2023 in Review

Summit Wealth & Retirement Planning sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2023, closing a stake of 4,330 shares — an estimated $224K sold.

Summit Wealth & Retirement Planning first reported a position in VXUS in Q4 2022 and held it in 1 quarter. The position peaked at $224K in Q4 2022. 947 funds tracked by Wall St. Rank hold VXUS as of Q1 2023.

  • Summit Wealth & Retirement Planning reported no remaining Vanguard Total International Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 4,330 Vanguard Total International Stock ETF shares in Q1 2023, an estimated $224K.
  • Summit Wealth & Retirement Planning first reported a position in Vanguard Total International Stock ETF in Q4 2022 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's Vanguard Total International Stock ETF position peaked at $224K in Q4 2022.
  • 947 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2023, filed 11 May 2023.