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Opes Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Opes Advisors’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
2018
Q4 		– Sell
-3,741
Closed -$202K – 51
2018
Q3 		$202K Sell
3,741
-132
-3% -$7.15K 0.15% 39
2018
Q2 		$210K Buy
3,873
+181
+5% +$10.2K 0.15% 43
2018
Q1 		$209K Buy
+3,692
New +$214K 0.17% 37

Other funds holding VXUS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Opes Advisors's VXUS Position: Q4 2018 in Review

Opes Advisors sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2018, closing a stake of 3,741 shares — an estimated $202K sold.

Opes Advisors first reported a position in VXUS in Q1 2018 and held it in 3 quarters. The position peaked at $210K in Q2 2018. 422 funds tracked by Wall St. Rank hold VXUS as of Q4 2018.

  • Opes Advisors reported no remaining Vanguard Total International Stock ETF position as of Q4 2018 after selling out during the quarter.
  • Opes Advisors sold 3,741 Vanguard Total International Stock ETF shares in Q4 2018, an estimated $202K.
  • Opes Advisors first reported a position in Vanguard Total International Stock ETF in Q1 2018 and held it in 3 quarters.
  • Opes Advisors's Vanguard Total International Stock ETF position peaked at $210K in Q2 2018.
  • 422 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.