4FG
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4Thought Financial Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

4Thought Financial Group’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-46
Closed -$6K – 114
2021
Q1 		$6K Buy
+46
New +$5.83K 0.01% 94

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MIAS
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Natixis Advisors
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Commonwealth Equity Services
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

4Thought Financial Group's VSS Position: Q2 2021 in Review

4Thought Financial Group sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2021, closing a stake of 46 shares — an estimated $6K sold.

4Thought Financial Group first reported a position in VSS in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 463 funds tracked by Wall St. Rank hold VSS as of Q2 2021.

  • 4Thought Financial Group reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2021 after selling out during the quarter.
  • 4Thought Financial Group sold 46 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2021, an estimated $6K.
  • 4Thought Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and held it in 1 quarter.
  • 4Thought Financial Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $6K in Q1 2021.
  • 463 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2021.

Based on 4Thought Financial Group's 13F filing for Q2 2021, filed 30 Jul 2021.