Baystate Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Baystate Wealth Management’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 Q4	$62.4K	Buy	1,075 +15	+1%	+$819	﹤0.01%	345
2023 Q3	$56.7K	Buy	1,060 +6	+0.6%	+$335	﹤0.01%	324
2023 Q2	$59.1K	Buy	1,054 +27	+3%	+$1.51K	﹤0.01%	313
2023 Q1	$56.8K	Buy	1,027 +239	+30%	+$13.1K	﹤0.01%	319
2022 Q4	$41K	Buy	788 +9	+1%	+$450	﹤0.01%	361
2022 Q3	$36K	Buy	779 +47	+6%	+$2.4K	﹤0.01%	354
2022 Q2	$38K	Buy	732 +8	+1%	+$444	﹤0.01%	353
2022 Q1	$43K	Buy	724 +1	+0.1%	+$61	﹤0.01%	347
2021 Q4	$46K	Buy	723 +11	+2%	+$706	﹤0.01%	336
2021 Q3	$45K	Buy	712 +4	+0.6%	+$261	﹤0.01%	310
2021 Q2	$47K	Sell	708 -191	-21%	-$12.5K	﹤0.01%	291
2021 Q1	$56K	Buy	899 +3	+0.3%	+$188	0.01%	248
2020 Q4	$54K	Buy	+896	New	+$50.4K	0.01%	239
2017 Q3	–	Sell	-87	Closed	-$5K	–	690
2017 Q2	$5K	Buy	+87	New	+$4.47K	﹤0.01%	421

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Baystate Wealth Management's VXUS Position: Q4 2023 in Review

Baystate Wealth Management increased its Vanguard Total International Stock ETF (VXUS) stake by 1.4% in Q4 2023, buying an estimated $819 and bringing the position to 1,075 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Baystate Wealth Management first reported a position in VXUS in Q2 2017 and has held it in 14 quarters since. 1,106 funds tracked by Wall St. Rank hold VXUS as of Q4 2023.

Baystate Wealth Management held 1,075 shares of Vanguard Total International Stock ETF worth $62.4K as of Q4 2023.
Baystate Wealth Management bought 15 Vanguard Total International Stock ETF shares in Q4 2023, an estimated $819.
Vanguard Total International Stock ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #345 holding.
Baystate Wealth Management first reported a position in Vanguard Total International Stock ETF in Q2 2017 and has held it in 14 quarters since.
1,106 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.