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

Institute for 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
2022 Q4	–	Sell	-8,622	Closed	-$395K	–	476
2022 Q3	$395K	Sell	8,622 -130	-1%	-$6.65K	0.09%	282
2022 Q2	$452K	Sell	8,752 -226	-3%	-$12.5K	0.09%	296
2022 Q1	$536K	Buy	8,978 +1	+0%	+$61	0.09%	282
2021 Q4	$571K	Buy	8,977 +1	+0%	+$64	0.09%	261
2021 Q3	$568K	Sell	8,976 -728	-8%	-$47.5K	0.1%	249
2021 Q2	$637K	Buy	9,704 +515	+6%	+$33.7K	0.11%	222
2021 Q1	$576K	Buy	9,189 +811	+10%	+$50.9K	0.11%	233
2020 Q4	$504K	Buy	+8,378	New	+$471K	0.1%	252

Other funds holding VXUS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Institute for Wealth Management's VXUS Position: Q4 2022 in Review

Institute for Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2022, closing a stake of 8,622 shares — an estimated $395K sold.

Institute for Wealth Management first reported a position in VXUS in Q4 2020 and held it in 8 quarters. The position peaked at $637K in Q2 2021. 918 funds tracked by Wall St. Rank hold VXUS as of Q4 2022.

Institute for Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q4 2022 after selling out during the quarter.
Institute for Wealth Management sold 8,622 Vanguard Total International Stock ETF shares in Q4 2022, an estimated $395K.
Institute for Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2020 and held it in 8 quarters.
Institute for Wealth Management's Vanguard Total International Stock ETF position peaked at $637K in Q2 2021.
918 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2022.

Based on Institute for Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.