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Whitegate Investment Counselors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Whitegate Investment Counselors’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
Q1 		– Sell
-3,565
Closed -$207K – 63
2023
Q4 		$207K Buy
+3,565
New +$195K 0.06% 57
2022
Q2 		– Sell
-3,466
Closed -$207K – 67
2022
Q1 		$207K Buy
+3,466
New +$211K 0.06% 59

Other funds holding VXUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whitegate Investment Counselors's VXUS Position: Q1 2024 in Review

Whitegate Investment Counselors sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2024, closing a stake of 3,565 shares — an estimated $207K sold.

Whitegate Investment Counselors first reported a position in VXUS in Q1 2022 and held it in 2 quarters. The position peaked at $207K in Q1 2022. 1,135 funds tracked by Wall St. Rank hold VXUS as of Q1 2024.

  • Whitegate Investment Counselors reported no remaining Vanguard Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
  • Whitegate Investment Counselors sold 3,565 Vanguard Total International Stock ETF shares in Q1 2024, an estimated $207K.
  • Whitegate Investment Counselors first reported a position in Vanguard Total International Stock ETF in Q1 2022 and held it in 2 quarters.
  • Whitegate Investment Counselors's Vanguard Total International Stock ETF position peaked at $207K in Q1 2022.
  • 1,135 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2024.

Based on Whitegate Investment Counselors's 13F filing for Q1 2024, filed 2 May 2024.