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Forbes Financial Planning’s Vanguard Total International Stock ETF VXUS Stock Holding History

Forbes Financial Planning’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
2022
Q2 		– Sell
-114,082
Closed -$6.81M – 34
2022
Q1 		$6.81M Buy
114,082
+19,160
+20% +$1.17M 8.48% 3
2021
Q4 		$6.04M Buy
+94,922
New +$6.1M 5.95% 5

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forbes Financial Planning's VXUS Position: Q2 2022 in Review

Forbes Financial Planning sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2022, closing a stake of 114,082 shares — an estimated $6.81M sold.

Forbes Financial Planning first reported a position in VXUS in Q4 2021 and held it in 2 quarters. The position peaked at $6.81M in Q1 2022. 853 funds tracked by Wall St. Rank hold VXUS as of Q2 2022.

  • Forbes Financial Planning reported no remaining Vanguard Total International Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Forbes Financial Planning sold 114,082 Vanguard Total International Stock ETF shares in Q2 2022, an estimated $6.81M.
  • Forbes Financial Planning first reported a position in Vanguard Total International Stock ETF in Q4 2021 and held it in 2 quarters.
  • Forbes Financial Planning's Vanguard Total International Stock ETF position peaked at $6.81M in Q1 2022.
  • 853 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2022.

Based on Forbes Financial Planning's 13F filing for Q2 2022, filed 15 Aug 2022.