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Wealth & Pension Services Group’s Vanguard Total International Stock ETF VXUS Stock Holding History

Wealth & Pension Services Group’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
-5,011
Closed -$271K – 110
2018
Q3 		$271K Buy
+5,011
New +$272K 0.27% 68

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 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 $8.09B AUM 16.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Wealth & Pension Services Group's VXUS Position: Q4 2018 in Review

Wealth & Pension Services Group sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2018, closing a stake of 5,011 shares — an estimated $271K sold.

Wealth & Pension Services Group first reported a position in VXUS in Q3 2018 and held it in 1 quarter. The position peaked at $271K in Q3 2018. 421 funds tracked by Wall St. Rank hold VXUS as of Q4 2018.

  • Wealth & Pension Services Group reported no remaining Vanguard Total International Stock ETF position as of Q4 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 5,011 Vanguard Total International Stock ETF shares in Q4 2018, an estimated $271K.
  • Wealth & Pension Services Group first reported a position in Vanguard Total International Stock ETF in Q3 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's Vanguard Total International Stock ETF position peaked at $271K in Q3 2018.
  • 421 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2018.

Based on Wealth & Pension Services Group's 13F filing for Q4 2018, filed 14 Feb 2019.