InterOcean Capital Group’s Vanguard Total International Stock ETF VXUS Stock Holding History

InterOcean Capital 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
2023 Q3	–	Sell	-3,598	Closed	-$202K	–	496
2023 Q2	$202K	Buy	+3,598	New	+$201K	0.01%	422
2023 Q1	–	Sell	-18,940	Closed	-$980K	–	458
2022 Q4	$980K	Buy	18,940 +9,676	+104%	+$484K	0.04%	182
2022 Q3	$424K	Buy	+9,264	New	+$474K	0.02%	261

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

WANY

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

InterOcean Capital Group's VXUS Position: Q3 2023 in Review

InterOcean Capital Group sold out of Vanguard Total International Stock ETF (VXUS) in Q3 2023, closing a stake of 3,598 shares — an estimated $202K sold.

InterOcean Capital Group first reported a position in VXUS in Q3 2022 and held it in 3 quarters. The position peaked at $980K in Q4 2022. 979 funds tracked by Wall St. Rank hold VXUS as of Q3 2023.

InterOcean Capital Group reported no remaining Vanguard Total International Stock ETF position as of Q3 2023 after selling out during the quarter.
InterOcean Capital Group sold 3,598 Vanguard Total International Stock ETF shares in Q3 2023, an estimated $202K.
InterOcean Capital Group first reported a position in Vanguard Total International Stock ETF in Q3 2022 and held it in 3 quarters.
InterOcean Capital Group's Vanguard Total International Stock ETF position peaked at $980K in Q4 2022.
979 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2023.

Based on InterOcean Capital Group's 13F filing for Q3 2023, filed 14 Nov 2023.