NewFocus Financial Group’s Vanguard Total International Stock ETF VXUS Stock Holding History

NewFocus Financial Group’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
2020 Q1	–	Sell	-5,491	Closed	-$306K	–	112
2019 Q4	$306K	Sell	5,491 -29	-0.5%	-$1.56K	0.12%	88
2019 Q3	$285K	Sell	5,520 -80	-1%	-$4.13K	0.13%	86
2019 Q2	$295K	Hold	5,600	–	–	0.14%	77
2019 Q1	$291K	Buy	5,600 +92	+2%	+$4.67K	0.15%	73
2018 Q4	$260K	Sell	5,508 -1,620	-23%	-$80.6K	0.15%	73
2018 Q3	$385K	Sell	7,128 -938	-12%	-$50.8K	0.21%	58
2018 Q2	$436K	Sell	8,066 -883	-10%	-$49.8K	0.26%	51
2018 Q1	$506K	Sell	8,949 -688	-7%	-$39.8K	0.32%	48
2017 Q4	$547K	Buy	9,637 +1,164	+14%	+$65.1K	0.33%	45
2017 Q3	$464K	Sell	8,473 -106	-1%	-$5.69K	0.3%	48
2017 Q2	$446K	Sell	8,579 -2,055	-19%	-$106K	0.25%	48
2017 Q1	$528K	Sell	10,634 -486	-4%	-$23.5K	0.33%	43
2016 Q4	$510K	Buy	+11,120	New	+$512K	0.34%	43

Other funds holding VXUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewFocus Financial Group's VXUS Position: Q1 2020 in Review

NewFocus Financial Group sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2020, closing a stake of 5,491 shares — an estimated $306K sold.

NewFocus Financial Group first reported a position in VXUS in Q4 2016 and held it in 13 quarters. The position peaked at $547K in Q4 2017. 511 funds tracked by Wall St. Rank hold VXUS as of Q1 2020.

NewFocus Financial Group reported no remaining Vanguard Total International Stock ETF position as of Q1 2020 after selling out during the quarter.
NewFocus Financial Group sold 5,491 Vanguard Total International Stock ETF shares in Q1 2020, an estimated $306K.
NewFocus Financial Group first reported a position in Vanguard Total International Stock ETF in Q4 2016 and held it in 13 quarters.
NewFocus Financial Group's Vanguard Total International Stock ETF position peaked at $547K in Q4 2017.
511 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2020.

Based on NewFocus Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.