Fusion Family Wealth’s Vanguard Total International Stock ETF VXUS Stock Holding History

Fusion Family Wealth’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	-450	Closed	-$25K	–	135
2019 Q4	$25K	Hold	450	–	–	0.01%	81
2019 Q3	$23K	Hold	450	–	–	0.01%	87
2019 Q2	$24K	Hold	450	–	–	0.01%	99
2019 Q1	$23K	Hold	450	–	–	0.01%	89
2018 Q4	$21K	Hold	450	–	–	0.01%	154
2018 Q3	$24K	Sell	450 -112	-20%	-$6.07K	0.01%	159
2018 Q2	$30K	Hold	562	–	–	0.01%	163
2018 Q1	$32K	Hold	562	–	–	0.01%	141
2017 Q4	$31K	Hold	562	–	–	0.01%	161
2017 Q3	$31K	Hold	562	–	–	0.01%	113
2017 Q2	$29K	Hold	562	–	–	0.01%	149
2017 Q1	$28K	Buy	+562	New	+$27.2K	0.01%	147

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 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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return