CPA
VXUS icon

Clear Perspective Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Clear Perspective 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
2020
Q1 		– Sell
-22,671
Closed -$1.26M – 135
2019
Q4 		$1.26M Sell
22,671
-18,141
-44% -$975K 0.78% 30
2019
Q3 		$2.13M Buy
40,812
+21,623
+113% +$1.12M 0.97% 25
2019
Q2 		$1.01M Buy
19,189
+9,400
+96% +$491K 0.65% 36
2019
Q1 		$508K Buy
9,789
+904
+10% +$45.9K 0.36% 75
2018
Q4 		$420K Sell
8,885
-3,625
-29% -$180K 0.35% 85
2018
Q3 		$676K Buy
12,510
+2,000
+19% +$108K 0.5% 60
2018
Q2 		$569K Sell
10,510
-2,500
-19% -$141K 0.4% 74
2018
Q1 		$736K Buy
13,010
+535
+4% +$31K 0.55% 46
2017
Q4 		$709K Buy
12,475
+1,300
+12% +$72.7K 0.54% 46
2017
Q3 		$612K Buy
11,175
+650
+6% +$34.9K 0.5% 53
2017
Q2 		$547K Buy
10,525
+7,185
+215% +$369K 0.46% 55
2017
Q1 		$166K Buy
3,340
+2,725
+443% +$132K 0.11% 131
2016
Q4 		$28K Buy
+615
New +$28.3K 0.02% 250

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $44.6B AUM 28.94% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspective Advisors's VXUS Position: Q1 2020 in Review

Clear Perspective Advisors sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2020, closing a stake of 22,671 shares — an estimated $1.26M sold.

Clear Perspective Advisors first reported a position in VXUS in Q4 2016 and held it in 13 quarters. The position peaked at $2.13M in Q3 2019. 512 funds tracked by Wall St. Rank hold VXUS as of Q1 2020.

  • Clear Perspective Advisors reported no remaining Vanguard Total International Stock ETF position as of Q1 2020 after selling out during the quarter.
  • Clear Perspective Advisors sold 22,671 Vanguard Total International Stock ETF shares in Q1 2020, an estimated $1.26M.
  • Clear Perspective Advisors first reported a position in Vanguard Total International Stock ETF in Q4 2016 and held it in 13 quarters.
  • Clear Perspective Advisors's Vanguard Total International Stock ETF position peaked at $2.13M in Q3 2019.
  • 512 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2020.

Based on Clear Perspective Advisors's 13F filing for Q1 2020, filed 13 May 2020.