EP Wealth Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.3M | Buy |
120,074
+19,140
| +19% | +$1.32M | 0.05% | 208 |
|
2025
Q1 | $6.27M | Buy |
100,934
+22,352
| +28% | +$1.39M | 0.05% | 196 |
|
2024
Q4 | $4.63M | Buy |
78,582
+37,880
| +93% | +$2.23M | 0.04% | 230 |
|
2024
Q3 | $2.64M | Sell |
40,702
-3,210
| -7% | -$208K | 0.02% | 308 |
|
2024
Q2 | $2.65M | Buy |
43,912
+8,180
| +23% | +$493K | 0.03% | 245 |
|
2024
Q1 | $2.15M | Buy |
35,732
+1,845
| +5% | +$111K | 0.03% | 250 |
|
2023
Q4 | $1.96M | Buy |
33,887
+10,080
| +42% | +$584K | 0.03% | 260 |
|
2023
Q3 | $1.27M | Sell |
23,807
-419,889
| -95% | -$22.5M | 0.02% | 294 |
|
2023
Q2 | $556K | Buy |
443,696
+378,821
| +584% | +$475K | 0.01% | 445 |
|
2023
Q1 | $9.1M | Sell |
64,875
-7,100
| -10% | -$995K | 0.16% | 97 |
|
2022
Q4 | $3.72M | Buy |
+71,975
| New | +$3.72M | 0.07% | 155 |
|
2022
Q3 | – | Sell |
-77,543
| Closed | -$4M | – | 647 |
|
2022
Q2 | $4M | Sell |
77,543
-3,810
| -5% | -$197K | 0.09% | 129 |
|
2022
Q1 | $4.86M | Buy |
81,353
+71,846
| +756% | +$4.29M | 0.11% | 114 |
|
2021
Q4 | $5.05M | Sell |
9,507
-70,363
| -88% | -$37.4M | 0.12% | 103 |
|
2021
Q3 | $5.05M | Buy |
79,870
+2,058
| +3% | +$130K | 0.14% | 89 |
|
2021
Q2 | $5.11M | Buy |
77,812
+2,213
| +3% | +$145K | 0.14% | 97 |
|
2021
Q1 | $4.74M | Sell |
75,599
-2,080
| -3% | -$130K | 0.15% | 97 |
|
2020
Q4 | $4.67M | Buy |
77,679
+62,371
| +407% | +$3.75M | 0.16% | 79 |
|
2020
Q3 | $799K | Buy |
15,308
+2,498
| +20% | +$130K | 0.03% | 181 |
|
2020
Q2 | $630K | Sell |
12,810
-166
| -1% | -$8.16K | 0.03% | 221 |
|
2020
Q1 | $544K | Buy |
+12,976
| New | +$544K | 0.03% | 243 |
|