KMWM
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Keudell/Morrison Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Keudell/Morrison 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
2021
Q2 		– Sell
-5,759
Closed -$361K – 177
2021
Q1 		$361K Buy
+5,759
New +$361K 0.21% 117

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keudell/Morrison Wealth Management's VXUS Position: Q2 2021 in Review

Keudell/Morrison Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2021, closing a stake of 5,759 shares — an estimated $361K sold.

Keudell/Morrison Wealth Management first reported a position in VXUS in Q1 2021 and held it in 1 quarter. The position peaked at $361K in Q1 2021. 705 funds tracked by Wall St. Rank hold VXUS as of Q2 2021.

  • Keudell/Morrison Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q2 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 5,759 Vanguard Total International Stock ETF shares in Q2 2021, an estimated $361K.
  • Keudell/Morrison Wealth Management first reported a position in Vanguard Total International Stock ETF in Q1 2021 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Vanguard Total International Stock ETF position peaked at $361K in Q1 2021.
  • 705 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2021, filed 13 Jul 2021.