Ropes Wealth Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Ropes Wealth 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 Q3	$3.56M	Sell	66,561 -15,844	-19%	-$884K	0.69%	39
2023 Q2	$4.62M	Sell	82,405 -27	-0%	-$1.51K	0.77%	32
2023 Q1	$4.55M	Sell	82,432 -385	-0.5%	-$21K	0.82%	30
2022 Q4	$4.28M	Sell	82,817 -18,283	-18%	-$915K	0.77%	30
2022 Q3	$4.63M	Buy	101,100 +12,004	+13%	+$614K	0.97%	26
2022 Q2	$4.6M	Buy	89,096 +9,600	+12%	+$533K	0.95%	25
2022 Q1	$4.75M	Buy	79,496 +300	+0.4%	+$18.3K	0.82%	26
2021 Q4	$5.03M	Hold	79,196	–	–	0.89%	28
2021 Q3	$5.01M	Buy	79,196 +800	+1%	+$52.2K	0.8%	26
2021 Q2	$5.15M	Hold	78,396	–	–	0.81%	29
2021 Q1	$5.08M	Buy	78,396 +6,750	+9%	+$423K	0.89%	24
2020 Q4	$4.31M	Buy	71,646 +10,025	+16%	+$564K	0.67%	27
2020 Q3	$3.21M	Buy	61,621 +850	+1%	+$44.6K	0.62%	35
2020 Q2	$2.99M	Hold	60,771	–	–	0.61%	36
2020 Q1	$2.55M	Buy	60,771 +40,088	+194%	+$2.04M	0.65%	37
2019 Q4	$1.15M	Buy	+20,683	New	+$1.11M	0.25%	79

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

Ropes Wealth Advisors's VXUS Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Vanguard Total International Stock ETF (VXUS) stake by 19% in Q3 2023, selling an estimated $884K and leaving 66,561 shares worth $3.56M. The position accounts for 0.69% of the portfolio, ranked #39.

Ropes Wealth Advisors first reported a position in VXUS in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.15M in Q2 2021. 979 funds tracked by Wall St. Rank hold VXUS as of Q3 2023.

Ropes Wealth Advisors held 66,561 shares of Vanguard Total International Stock ETF worth $3.56M as of Q3 2023.
Ropes Wealth Advisors sold 15,844 Vanguard Total International Stock ETF shares in Q3 2023, an estimated $884K.
Vanguard Total International Stock ETF made up 0.69% of Ropes Wealth Advisors's portfolio in Q3 2023, its #39 holding.
Ropes Wealth Advisors first reported a position in Vanguard Total International Stock ETF in Q4 2019 and has held it in 16 quarters since.
Ropes Wealth Advisors's Vanguard Total International Stock ETF position peaked at $5.15M in Q2 2021.
979 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.