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

WealthSource 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
2022 Q4	–	Sell	-9,538	Closed	-$437K	–	534
2022 Q3	$437K	Sell	9,538 -1,920	-17%	-$98.2K	0.03%	325
2022 Q2	$591K	Sell	11,458 -16,348	-59%	-$907K	0.04%	274
2022 Q1	$1.66M	Buy	27,806 +21,634	+351%	+$1.32M	0.11%	150
2021 Q4	$392K	Buy	+6,172	New	+$396K	0.03%	363
2021 Q3	–	Sell	-3,312	Closed	-$218K	–	538
2021 Q2	$218K	Buy	+3,312	New	+$217K	0.02%	427
2020 Q1	–	Sell	-3,703	Closed	-$206K	–	441
2019 Q4	$206K	Buy	+3,703	New	+$199K	0.03%	394

Other funds holding VXUS

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

WealthSource Partners's VXUS Position: Q4 2022 in Review

WealthSource Partners sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2022, closing a stake of 9,538 shares — an estimated $437K sold.

WealthSource Partners first reported a position in VXUS in Q4 2019 and held it in 6 quarters. The position peaked at $1.66M in Q1 2022. 921 funds tracked by Wall St. Rank hold VXUS as of Q4 2022.

WealthSource Partners reported no remaining Vanguard Total International Stock ETF position as of Q4 2022 after selling out during the quarter.
WealthSource Partners sold 9,538 Vanguard Total International Stock ETF shares in Q4 2022, an estimated $437K.
WealthSource Partners first reported a position in Vanguard Total International Stock ETF in Q4 2019 and held it in 6 quarters.
WealthSource Partners's Vanguard Total International Stock ETF position peaked at $1.66M in Q1 2022.
921 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.