American Economic Planning Group’s Vanguard Total International Stock ETF VXUS Stock Holding History

American Economic Planning Group’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
2019 Q3	$205K	Buy	+3,955	New	+$204K	0.06%	87
2019 Q2	–	Sell	-4,557	Closed	-$237K	–	90
2019 Q1	$237K	Sell	4,557 -785	-15%	-$39.8K	0.07%	78
2018 Q4	$252K	Sell	5,342 -167	-3%	-$8.31K	0.08%	65
2018 Q3	$297K	Sell	5,509 -183	-3%	-$9.92K	0.11%	53
2018 Q2	$308K	Sell	5,692 -1,671	-23%	-$94.3K	0.11%	56
2018 Q1	$416K	Sell	7,363 -49,670	-87%	-$2.88M	0.15%	51
2017 Q4	$3.24M	Buy	57,033 +501	+0.9%	+$28K	1.19%	8
2017 Q3	$3.09M	Sell	56,532 -1,821	-3%	-$97.8K	1.16%	7
2017 Q2	$3.03M	Sell	58,353 -1,028	-2%	-$52.8K	1.19%	8
2017 Q1	$2.95M	Sell	59,381 -9,770	-14%	-$473K	1.19%	7
2016 Q4	$3.17M	Sell	69,151 -442,693	-86%	-$20.4M	1.36%	6
2016 Q3	$24.2M	Sell	511,844 -4,607	-0.9%	-$214K	9.7%	3
2016 Q2	$23M	Sell	516,451 -5,745	-1%	-$259K	9.25%	3
2016 Q1	$23.5M	Buy	522,196 +11,349	+2%	+$484K	9.49%	3
2015 Q4	$23M	Buy	510,847 +11,052	+2%	+$513K	8.91%	3
2015 Q3	$22.2M	Buy	499,795 +16,323	+3%	+$780K	9.72%	3
2015 Q2	$24.3M	Sell	483,472 -7,702	-2%	-$404K	10.01%	3
2015 Q1	$24.7M	Buy	491,174 +12,531	+3%	+$623K	9.38%	4
2014 Q4	$23.1M	Buy	478,643 +12,099	+3%	+$601K	8.91%	4
2014 Q3	$23.8M	Buy	466,544 +3,056	+0.7%	+$164K	9.32%	4
2014 Q2	$25.2M	Buy	463,488 +1,376	+0.3%	+$73.5K	9.23%	4
2014 Q1	$24.1M	Buy	462,112 +9,629	+2%	+$494K	9.43%	4
2013 Q4	$23.7M	Buy	452,483 +8,662	+2%	+$445K	8.6%	4
2013 Q3	$22.3M	Sell	443,821 -7,873	-2%	-$382K	9.12%	3
2013 Q2	$20.6M	Buy	+451,694	New	+$21.8M	7.85%	3

Other funds holding VXUS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

American Economic Planning Group's VXUS Position: Q3 2019 in Review

American Economic Planning Group opened a new position in Vanguard Total International Stock ETF (VXUS) in Q3 2019: 3,955 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #87 among its holdings. This is a return to the name: American Economic Planning Group previously reported a position in VXUS as recently as Q1 2019.

American Economic Planning Group first reported a position in VXUS in Q2 2013 and has held it in 25 quarters since. The position peaked at $25.2M in Q2 2014. 429 funds tracked by Wall St. Rank hold VXUS as of Q3 2019.

American Economic Planning Group held 3,955 shares of Vanguard Total International Stock ETF worth $205K as of Q3 2019.
Vanguard Total International Stock ETF was a new American Economic Planning Group position in Q3 2019.
Vanguard Total International Stock ETF made up 0.06% of American Economic Planning Group's portfolio in Q3 2019, its #87 holding.
American Economic Planning Group first reported a position in Vanguard Total International Stock ETF in Q2 2013 and has held it in 25 quarters since.
American Economic Planning Group's Vanguard Total International Stock ETF position peaked at $25.2M in Q2 2014.
429 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.