Strategic Family Wealth Counselors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Strategic Family Wealth Counselors’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	-13,003	Closed	-$724K	–	85
2019 Q4	$724K	Hold	13,003	–	–	0.58%	35
2019 Q3	$672K	Hold	13,003	–	–	0.51%	36
2019 Q2	$686K	Hold	13,003	–	–	0.53%	34
2019 Q1	$675K	Buy	13,003 +3,253	+33%	+$165K	0.55%	32
2018 Q4	$460K	Buy	+9,750	New	+$485K	0.52%	33

Other funds holding VXUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

Strategic Family Wealth Counselors's VXUS Position: Q1 2020 in Review

Strategic Family Wealth Counselors sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2020, closing a stake of 13,003 shares — an estimated $724K sold.

Strategic Family Wealth Counselors first reported a position in VXUS in Q4 2018 and held it in 5 quarters. The position peaked at $724K in Q4 2019. 512 funds tracked by Wall St. Rank hold VXUS as of Q1 2020.

Strategic Family Wealth Counselors reported no remaining Vanguard Total International Stock ETF position as of Q1 2020 after selling out during the quarter.
Strategic Family Wealth Counselors sold 13,003 Vanguard Total International Stock ETF shares in Q1 2020, an estimated $724K.
Strategic Family Wealth Counselors first reported a position in Vanguard Total International Stock ETF in Q4 2018 and held it in 5 quarters.
Strategic Family Wealth Counselors's Vanguard Total International Stock ETF position peaked at $724K in Q4 2019.
512 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2020.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2020, filed 16 Apr 2020.