BT Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

BT 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
2022 Q2	$830K	Buy	16,075 +13	+0.1%	+$721	0.23%	26
2022 Q1	$960K	Sell	16,062 -298	-2%	-$18.1K	0.25%	24
2021 Q4	$1.04M	Sell	16,360 -75	-0.5%	-$4.82K	0.28%	23
2021 Q3	$1.04M	Buy	16,435 +11	+0.1%	+$718	0.32%	20
2021 Q2	$1.08M	Sell	16,424 -1,514	-8%	-$99.1K	0.33%	23
2021 Q1	$1.13M	Sell	17,938 -488	-3%	-$30.6K	0.37%	24
2020 Q4	$1.11M	Sell	18,426 -471	-2%	-$26.5K	0.41%	25
2020 Q3	$986K	Sell	18,897 -9,459	-33%	-$496K	0.43%	24
2020 Q2	$1.39M	Sell	28,356 -2,695	-9%	-$125K	0.71%	15
2020 Q1	$1.3M	Sell	31,051 -152	-0.5%	-$7.72K	0.75%	15
2019 Q4	$1.74M	Buy	31,203 +48	+0.2%	+$2.58K	0.88%	19
2019 Q3	$1.61M	Sell	31,155 -856	-3%	-$44.2K	0.9%	17
2019 Q2	$1.61M	Buy	32,011 +1,188	+4%	+$62.1K	0.93%	17
2019 Q1	$1.6M	Sell	30,823 -658	-2%	-$33.4K	0.94%	17
2018 Q4	$1.59M	Buy	+31,481	New	+$1.57M	0.69%	23

Other funds holding VXUS

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BT Wealth Management's VXUS Position: Q2 2022 in Review

BT Wealth Management increased its Vanguard Total International Stock ETF (VXUS) stake by 0.08% in Q2 2022, buying an estimated $721 and bringing the position to 16,075 shares worth $830K. The position accounts for 0.23% of the portfolio, ranked #26.

BT Wealth Management first reported a position in VXUS in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.74M in Q4 2019. 852 funds tracked by Wall St. Rank hold VXUS as of Q2 2022.

BT Wealth Management held 16,075 shares of Vanguard Total International Stock ETF worth $830K as of Q2 2022.
BT Wealth Management bought 13 Vanguard Total International Stock ETF shares in Q2 2022, an estimated $721.
Vanguard Total International Stock ETF made up 0.23% of BT Wealth Management's portfolio in Q2 2022, its #26 holding.
BT Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's Vanguard Total International Stock ETF position peaked at $1.74M in Q4 2019.
852 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.