Northstar Wealth Partners’s Vanguard Total International Stock ETF VXUS Stock Holding History

Northstar Wealth Partners’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	-4,436	Closed	-$247K	–	188
2019 Q4	$247K	Hold	4,436	–	–	0.1%	163
2019 Q3	$229K	Hold	4,436	–	–	0.1%	162
2019 Q2	$234K	Hold	4,436	–	–	0.1%	161
2019 Q1	$230K	Sell	4,436 -3,133	-41%	-$159K	0.11%	161
2018 Q4	$357K	Buy	+7,569	New	+$377K	0.19%	123

Other funds holding VXUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Northstar Wealth Partners's VXUS Position: Q1 2020 in Review

Northstar Wealth Partners sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2020, closing a stake of 4,436 shares — an estimated $247K sold.

Northstar Wealth Partners first reported a position in VXUS in Q4 2018 and held it in 5 quarters. The position peaked at $357K in Q4 2018. 511 funds tracked by Wall St. Rank hold VXUS as of Q1 2020.

Northstar Wealth Partners reported no remaining Vanguard Total International Stock ETF position as of Q1 2020 after selling out during the quarter.
Northstar Wealth Partners sold 4,436 Vanguard Total International Stock ETF shares in Q1 2020, an estimated $247K.
Northstar Wealth Partners first reported a position in Vanguard Total International Stock ETF in Q4 2018 and held it in 5 quarters.
Northstar Wealth Partners's Vanguard Total International Stock ETF position peaked at $357K in Q4 2018.
511 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2020.

Based on Northstar Wealth Partners's 13F filing for Q1 2020, filed 15 May 2020.