EWM
VXUS icon

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

Executive 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
2019
Q3 		– Sell
-1,068
Closed -$56K – 788
2019
Q2 		$56K Buy
1,068
+12
+1% +$627 0.01% 278
2019
Q1 		$55K Hold
1,056
– – 0.01% 260
2018
Q4 		$50K Buy
+1,056
New +$52.5K 0.01% 281

Other funds holding VXUS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $38.8B AUM 21.88% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Executive Wealth Management's VXUS Position: Q3 2019 in Review

Executive Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q3 2019, closing a stake of 1,068 shares — an estimated $56K sold.

Executive Wealth Management first reported a position in VXUS in Q4 2018 and held it in 3 quarters. The position peaked at $56K in Q2 2019. 428 funds tracked by Wall St. Rank hold VXUS as of Q3 2019.

  • Executive Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,068 Vanguard Total International Stock ETF shares in Q3 2019, an estimated $56K.
  • Executive Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Vanguard Total International Stock ETF position peaked at $56K in Q2 2019.
  • 428 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.