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

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	–	Sell	-100	Closed	-$5.52K	–	668
2023 Q1	$5.52K	Buy	+100	New	+$5.46K	﹤0.01%	542
2015 Q1	–	Sell	-1,443	Closed	-$70K	–	645
2014 Q4	$70K	Hold	1,443	–	–	﹤0.01%	391
2014 Q3	$74K	Hold	1,443	–	–	﹤0.01%	370
2014 Q2	$78K	Hold	1,443	–	–	﹤0.01%	385
2014 Q1	$75K	Hold	1,443	–	–	﹤0.01%	372
2013 Q4	$76K	Buy	+1,443	New	+$74.2K	﹤0.01%	358

Other funds holding VXUS

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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 $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 $2.54B AUM 23.56% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2023, closing a stake of 100 shares — an estimated $5.52K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VXUS in Q4 2013 and held it in 6 quarters. The position peaked at $78K in Q2 2014. 969 funds tracked by Wall St. Rank hold VXUS as of Q2 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Total International Stock ETF position as of Q2 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 100 Vanguard Total International Stock ETF shares in Q2 2023, an estimated $5.52K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Total International Stock ETF in Q4 2013 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Total International Stock ETF position peaked at $78K in Q2 2014.
969 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2023.

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