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Lucia Wealth Services’s Vanguard Total International Stock ETF VXUS Stock Holding History

Lucia Wealth Services’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
2019
Q2 		– Sell
-3,142
Closed -$163K – 196
2019
Q1 		$163K Buy
+3,142
New +$159K 0.06% 127

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ST
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Wells Fargo
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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
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Lucia Wealth Services's VXUS Position: Q2 2019 in Review

Lucia Wealth Services sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2019, closing a stake of 3,142 shares — an estimated $163K sold.

Lucia Wealth Services first reported a position in VXUS in Q1 2019 and held it in 1 quarter. The position peaked at $163K in Q1 2019. 435 funds tracked by Wall St. Rank hold VXUS as of Q2 2019.

  • Lucia Wealth Services reported no remaining Vanguard Total International Stock ETF position as of Q2 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 3,142 Vanguard Total International Stock ETF shares in Q2 2019, an estimated $163K.
  • Lucia Wealth Services first reported a position in Vanguard Total International Stock ETF in Q1 2019 and held it in 1 quarter.
  • Lucia Wealth Services's Vanguard Total International Stock ETF position peaked at $163K in Q1 2019.
  • 435 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2019.

Based on Lucia Wealth Services's 13F filing for Q2 2019, filed 23 Jul 2019.