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Sterling Investment Advisors (Pennsylvania)’s Vanguard Total International Stock ETF VXUS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		– Sell
-1,000
Closed -$52K – 445
2019
Q3 		$52K Hold
1,000
– – 0.03% 205
2019
Q2 		$53K Buy
+1,000
New +$52.2K 0.03% 201

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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VXUS Position: Q4 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2019, closing a stake of 1,000 shares — an estimated $52K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VXUS in Q2 2019 and held it in 2 quarters. The position peaked at $53K in Q2 2019. 519 funds tracked by Wall St. Rank hold VXUS as of Q4 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Total International Stock ETF position as of Q4 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,000 Vanguard Total International Stock ETF shares in Q4 2019, an estimated $52K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Total International Stock ETF in Q2 2019 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Vanguard Total International Stock ETF position peaked at $53K in Q2 2019.
  • 519 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 10 Feb 2020.