Traverso Chambers Private Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Traverso Chambers Private 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
2023 Q4	$1.09M	Sell	18,774 -348	-2%	-$19K	0.26%	50
2023 Q3	$1.02M	Sell	19,122 -224	-1%	-$12.5K	0.27%	48
2023 Q2	$1.08M	Buy	19,346 +7,303	+61%	+$408K	0.28%	46
2023 Q1	$665K	Hold	12,043	–	–	0.18%	61
2022 Q4	$623K	Buy	12,043 +161	+1%	+$8.06K	0.18%	61
2022 Q3	$544K	Buy	11,882 +59	+0.5%	+$3.02K	0.17%	65
2022 Q2	$610K	Buy	11,823 +48	+0.4%	+$2.66K	0.2%	60
2022 Q1	$703K	Buy	11,775 +86	+0.7%	+$5.24K	0.21%	57
2021 Q4	$743K	Sell	11,689 -87	-0.7%	-$5.59K	0.22%	56
2021 Q3	$745K	Sell	11,776 -52	-0.4%	-$3.39K	0.23%	55
2021 Q2	$777K	Sell	11,828 -616	-5%	-$40.3K	0.24%	52
2021 Q1	$780K	Hold	12,444	–	–	0.26%	50
2020 Q4	$749K	Buy	12,444 +16	+0.1%	+$900	0.27%	47
2020 Q3	$648K	Sell	12,428 -1,365	-10%	-$71.6K	0.25%	50
2020 Q2	$678K	Buy	13,793 +61	+0.4%	+$2.82K	0.28%	47
2020 Q1	$576K	Sell	13,732 -33,246	-71%	-$1.69M	0.27%	47
2019 Q4	$2.62M	Buy	46,978 +1,414	+3%	+$76K	1.11%	18
2019 Q3	$2.35M	Buy	45,564 +5,530	+14%	+$285K	1.13%	15
2019 Q2	$2.13M	Buy	40,034 +2,162	+6%	+$113K	1.04%	15
2019 Q1	$1.97M	Buy	37,872 +3,100	+9%	+$157K	0.96%	17
2018 Q4	$1.64M	Buy	+34,772	New	+$1.73M	0.89%	17

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

Traverso Chambers Private Wealth Management's VXUS Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Vanguard Total International Stock ETF (VXUS) stake by 1.8% in Q4 2023, selling an estimated $19K and leaving 18,774 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #50.

Traverso Chambers Private Wealth Management first reported a position in VXUS in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.62M in Q4 2019. 1,106 funds tracked by Wall St. Rank hold VXUS as of Q4 2023.

Traverso Chambers Private Wealth Management held 18,774 shares of Vanguard Total International Stock ETF worth $1.09M as of Q4 2023.
Traverso Chambers Private Wealth Management sold 348 Vanguard Total International Stock ETF shares in Q4 2023, an estimated $19K.
Vanguard Total International Stock ETF made up 0.26% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #50 holding.
Traverso Chambers Private Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Vanguard Total International Stock ETF position peaked at $2.62M in Q4 2019.
1,106 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.