Essex Savings Bank’s Vanguard Total International Stock ETF VXUS Stock Holding History

Essex Savings Bank’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
2024 Q4	–	Sell	-3,389	Closed	-$219K	–	306
2024 Q3	$219K	Hold	3,389	–	–	0.05%	267
2024 Q2	$204K	Sell	3,389 -68	-2%	-$4.11K	0.06%	257
2024 Q1	$200K	Hold	3,457	–	–	0.06%	258
2023 Q4	$200K	Buy	+3,457	New	+$189K	0.06%	258
2023 Q3	–	Sell	-4,107	Closed	-$230K	–	242
2023 Q2	$230K	Hold	4,107	–	–	0.08%	207
2023 Q1	$227K	Buy	+4,107	New	+$224K	0.08%	203

Other funds holding VXUS

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Essex Savings Bank's VXUS Position: Q4 2024 in Review

Essex Savings Bank sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2024, closing a stake of 3,389 shares — an estimated $219K sold.

Essex Savings Bank first reported a position in VXUS in Q1 2023 and held it in 6 quarters. The position peaked at $230K in Q2 2023. 1,298 funds tracked by Wall St. Rank hold VXUS as of Q4 2024.

Essex Savings Bank reported no remaining Vanguard Total International Stock ETF position as of Q4 2024 after selling out during the quarter.
Essex Savings Bank sold 3,389 Vanguard Total International Stock ETF shares in Q4 2024, an estimated $219K.
Essex Savings Bank first reported a position in Vanguard Total International Stock ETF in Q1 2023 and held it in 6 quarters.
Essex Savings Bank's Vanguard Total International Stock ETF position peaked at $230K in Q2 2023.
1,298 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2024.

Based on Essex Savings Bank's 13F filing for Q4 2024, filed 14 Jan 2025.