Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BNDX Stock Details BNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-362	Closed	-$17.7K	–	634
2023 Q1	$17.7K	Buy	+362	New	+$17.5K	﹤0.01%	480
2020 Q4	–	Sell	-2,489	Closed	-$145K	–	772
2020 Q3	$145K	Buy	+2,489	New	+$144K	﹤0.01%	286
2020 Q2	–	Sell	-501	Closed	-$27K	–	594
2020 Q1	$27K	Buy	+501	New	+$28.6K	﹤0.01%	432

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 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 22.96% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BNDX Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2023, closing a stake of 362 shares — an estimated $17.7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BNDX in Q1 2020 and held it in 3 quarters. The position peaked at $145K in Q3 2020. 742 funds tracked by Wall St. Rank hold BNDX as of Q2 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Total International Bond ETF position as of Q2 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 362 Vanguard Total International Bond ETF shares in Q2 2023, an estimated $17.7K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Total International Bond ETF in Q1 2020 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Total International Bond ETF position peaked at $145K in Q3 2020.
742 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.