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

Gupta 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
2016 Q1	$14K	Hold	303	–	–	﹤0.01%	791
2015 Q4	$14K	Sell	303 -16	-5%	-$742	﹤0.01%	801
2015 Q3	$14K	Buy	319 +16	+5%	+$765	﹤0.01%	823
2015 Q2	$15K	Hold	303	–	–	﹤0.01%	814
2015 Q1	$15K	Buy	+303	New	+$15.1K	﹤0.01%	678

Other funds holding VXUS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

KWILP

Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gupta Wealth Management's VXUS Position: Q1 2016 in Review

Gupta Wealth Management held its Vanguard Total International Stock ETF (VXUS) position steady in Q1 2016 at 303 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Gupta Wealth Management first reported a position in VXUS in Q1 2015 and has held it in 5 quarters since. The position peaked at $15K in Q2 2015. 186 funds tracked by Wall St. Rank hold VXUS as of Q1 2016.

Gupta Wealth Management held 303 shares of Vanguard Total International Stock ETF worth $14K as of Q1 2016.
Gupta Wealth Management left its Vanguard Total International Stock ETF share count unchanged in Q1 2016.
Vanguard Total International Stock ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #791 holding.
Gupta Wealth Management first reported a position in Vanguard Total International Stock ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Vanguard Total International Stock ETF position peaked at $15K in Q2 2015.
186 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.