JWM
VXUS icon

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

Jeppson 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
Q2 		– Sell
-3,363
Closed -$200K – 202
2022
Q1 		$200K Buy
3,363
+5
+0.1% +$304 0.09% 165
2021
Q4 		$213K Buy
3,358
+49
+1% +$3.15K 0.1% 145
2021
Q3 		$209K Buy
3,309
+18
+0.5% +$1.18K 0.11% 143
2021
Q2 		$216K Buy
3,291
+26
+0.8% +$1.7K 0.12% 138
2021
Q1 		$204K Buy
+3,265
New +$205K 0.12% 134
2020
Q4 		– Sell
-3,226
Closed -$168K – 455
2020
Q3 		$168K Buy
+3,226
New +$169K 0.13% 125

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
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 $38.8B AUM 21.88% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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