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WealthPLAN Partners’s Vanguard Total International Stock ETF VXUS Stock Holding History

WealthPLAN Partners’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
2023
Q2 		– Sell
-28
Closed -$1.55K – 1401
2023
Q1 		$1.55K Buy
+28
New +$1.53K ﹤0.01% 1161
2017
Q2 		– Sell
-254
Closed -$12.6K – 424
2017
Q1 		$12.6K Buy
+254
New +$12.3K 0.04% 237
2016
Q3 		$16.1K Buy
342
+129
+61% +$6K 0.01% 519
2016
Q2 		$9.47K Buy
+213
New +$9.6K ﹤0.01% 1768

Other funds holding VXUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

WealthPLAN Partners's VXUS Position: Q2 2023 in Review

WealthPLAN Partners sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2023, closing a stake of 28 shares — an estimated $1.55K sold.

WealthPLAN Partners first reported a position in VXUS in Q2 2016 and held it in 4 quarters. The position peaked at $16.1K in Q3 2016. 972 funds tracked by Wall St. Rank hold VXUS as of Q2 2023.

  • WealthPLAN Partners reported no remaining Vanguard Total International Stock ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 28 Vanguard Total International Stock ETF shares in Q2 2023, an estimated $1.55K.
  • WealthPLAN Partners first reported a position in Vanguard Total International Stock ETF in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Vanguard Total International Stock ETF position peaked at $16.1K in Q3 2016.
  • 972 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.