OptiFour Integrated Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

OptiFour Integrated 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
2019 Q4	$3.31M	Sell	59,515 -539	-0.9%	-$29K	2.28%	13
2019 Q3	$3.1M	Sell	60,054 -3,724	-6%	-$192K	2.2%	13
2019 Q2	$3.36M	Sell	63,778 -1,593	-2%	-$83.2K	2.35%	13
2019 Q1	$3.39M	Sell	65,371 -2,037	-3%	-$103K	2.77%	13
2018 Q4	$3.18M	Sell	67,408 -9,616	-12%	-$479K	2.91%	13
2018 Q3	$4.16M	Sell	77,024 -881	-1%	-$47.7K	3.43%	10
2018 Q2	$4.21M	Sell	77,905 -61	-0.1%	-$3.44K	3.64%	10
2018 Q1	$4.41M	Sell	77,966 -1,372	-2%	-$79.4K	3.68%	10
2017 Q4	$4.51M	Buy	+79,338	New	+$4.43M	3.77%	8

Other funds holding VXUS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

OptiFour Integrated Wealth Management's VXUS Position: Q4 2019 in Review

OptiFour Integrated Wealth Management reduced its Vanguard Total International Stock ETF (VXUS) stake by 0.9% in Q4 2019, selling an estimated $29K and leaving 59,515 shares worth $3.31M. The position accounts for 2.28% of the portfolio, ranked #13.

OptiFour Integrated Wealth Management first reported a position in VXUS in Q4 2017 and has held it in 9 quarters since. The position peaked at $4.51M in Q4 2017. 519 funds tracked by Wall St. Rank hold VXUS as of Q4 2019.

OptiFour Integrated Wealth Management held 59,515 shares of Vanguard Total International Stock ETF worth $3.31M as of Q4 2019.
OptiFour Integrated Wealth Management sold 539 Vanguard Total International Stock ETF shares in Q4 2019, an estimated $29K.
Vanguard Total International Stock ETF made up 2.28% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #13 holding.
OptiFour Integrated Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Vanguard Total International Stock ETF position peaked at $4.51M in Q4 2017.
519 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.