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

Burt Wealth Advisors’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
2021 Q1	–	Sell	-91	Closed	-$6K	–	366
2020 Q4	$6K	Hold	91	–	–	﹤0.01%	309
2020 Q3	$5K	Buy	91 +26	+40%	+$1.36K	﹤0.01%	316
2020 Q2	$3K	Hold	65	–	–	﹤0.01%	324
2020 Q1	$3K	Hold	65	–	–	﹤0.01%	336
2019 Q4	$4K	Sell	65 -100	-61%	-$5.38K	﹤0.01%	301
2019 Q3	$9K	Hold	165	–	–	﹤0.01%	278
2019 Q2	$9K	Hold	165	–	–	﹤0.01%	278
2019 Q1	$9K	Buy	165 +35	+27%	+$1.77K	﹤0.01%	283
2018 Q4	$6K	Hold	130	–	–	﹤0.01%	302
2018 Q3	$7K	Sell	130 -406	-76%	-$22K	﹤0.01%	312
2018 Q2	$29K	Hold	536	–	–	0.01%	219
2018 Q1	$30K	Buy	536 +406	+312%	+$23.5K	0.02%	227
2017 Q4	$7K	Hold	130	–	–	﹤0.01%	294
2017 Q3	$7K	Hold	130	–	–	﹤0.01%	286
2017 Q2	$6K	Hold	130	–	–	﹤0.01%	327
2017 Q1	$6K	Hold	130	–	–	﹤0.01%	293
2016 Q4	$6K	Hold	130	–	–	0.01%	314
2016 Q3	$6K	Hold	130	–	–	0.01%	303
2016 Q2	$5K	Hold	130	–	–	0.01%	321
2016 Q1	$6K	Sell	130 -974	-88%	-$41.5K	0.01%	367
2015 Q4	$49K	Sell	1,104 -50,118	-98%	-$2.32M	0.04%	151
2015 Q3	$2.7M	Buy	51,222 +50,140	+4,634%	+$2.4M	3.36%	6
2015 Q2	$54K	Buy	1,082 +3	+0.3%	+$157	0.06%	146
2015 Q1	$54K	Hold	1,079	–	–	0.06%	133
2014 Q4	$52K	Buy	+1,079	New	+$53.6K	0.06%	140

Other funds holding VXUS

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

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

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Burt Wealth Advisors's VXUS Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2021, closing a stake of 91 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in VXUS in Q4 2014 and held it in 25 quarters. The position peaked at $2.7M in Q3 2015. 676 funds tracked by Wall St. Rank hold VXUS as of Q1 2021.

Burt Wealth Advisors reported no remaining Vanguard Total International Stock ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 91 Vanguard Total International Stock ETF shares in Q1 2021, an estimated $6K.
Burt Wealth Advisors first reported a position in Vanguard Total International Stock ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Vanguard Total International Stock ETF position peaked at $2.7M in Q3 2015.
676 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.