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

Focused 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
2023 Q3	–	Sell	-198	Closed	-$11.1K	–	1113
2023 Q2	$11.1K	Buy	198 +189	+2,100%	+$10.6K	﹤0.01%	521
2023 Q1	$473	Sell	9 -354	-98%	-$19.3K	﹤0.01%	937
2022 Q4	$18.8K	Buy	363 +355	+4,438%	+$17.8K	﹤0.01%	438
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1073
2022 Q2	$0	Hold	8	–	–	﹤0.01%	1093
2022 Q1	$0	Hold	8	–	–	﹤0.01%	1123
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	942
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	953
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	899
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	882
2020 Q4	$0	Sell	8 -1	-11%	-$56	﹤0.01%	912
2020 Q3	$0	Hold	9	–	–	﹤0.01%	880
2020 Q2	$0	Hold	9	–	–	﹤0.01%	838
2020 Q1	$0	Buy	9 +2	+29%	+$102	﹤0.01%	783
2019 Q4	$0	Buy	+7	New	+$376	﹤0.01%	777
2018 Q1	–	Sell	-969	Closed	-$55K	–	749
2017 Q4	$55K	Buy	+969	New	+$54.2K	0.02%	291

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

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

Focused Wealth Management's VXUS Position: Q3 2023 in Review

Focused Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q3 2023, closing a stake of 198 shares — an estimated $11.1K sold.

Focused Wealth Management first reported a position in VXUS in Q4 2017 and held it in 16 quarters. The position peaked at $55K in Q4 2017. 982 funds tracked by Wall St. Rank hold VXUS as of Q3 2023.

Focused Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q3 2023 after selling out during the quarter.
Focused Wealth Management sold 198 Vanguard Total International Stock ETF shares in Q3 2023, an estimated $11.1K.
Focused Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2017 and held it in 16 quarters.
Focused Wealth Management's Vanguard Total International Stock ETF position peaked at $55K in Q4 2017.
982 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2023.

Based on Focused Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.