Beacon Pointe Wealth Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$870K Buy
15,634
+5,500
+54% +$296K 0.16% 113
2019
Q3
$525K Sell
10,134
-579
-5% -$29.9K 0.11% 153
2019
Q2
$566K Buy
10,713
+497
+5% +$26K 0.12% 149
2019
Q1
$530K Buy
10,216
+1,764
+21% +$89.5K 0.12% 143
2018
Q4
$397K Buy
+8,452
New +$421K 0.14% 144

Other funds holding VXUS

Beacon Pointe Wealth Advisors's VXUS Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Vanguard Total International Stock ETF (VXUS) stake by 54% in Q4 2019, buying an estimated $296K and bringing the position to 15,634 shares worth $870K. The position accounts for 0.16% of the portfolio, ranked #113.

Beacon Pointe Wealth Advisors first reported a position in VXUS in Q4 2018 and has held it in 5 quarters since. 518 funds tracked by Wall St. Rank hold VXUS as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 15,634 shares of Vanguard Total International Stock ETF worth $870K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 5,500 Vanguard Total International Stock ETF shares in Q4 2019, an estimated $296K.
  • Vanguard Total International Stock ETF made up 0.16% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #113 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Vanguard Total International Stock ETF in Q4 2018 and has held it in 5 quarters since.
  • 518 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.