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Atticus Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Atticus Wealth Management’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
2020
Q1 		– Sell
-66
Closed -$7K – 436
2019
Q4 		$7K Buy
+66
New +$7.04K ﹤0.01% 258

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CSIA
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TAIM
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Commonwealth Equity Services
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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
MFM
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Atticus Wealth Management's VSS Position: Q1 2020 in Review

Atticus Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2020, closing a stake of 66 shares — an estimated $7K sold.

Atticus Wealth Management first reported a position in VSS in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 362 funds tracked by Wall St. Rank hold VSS as of Q1 2020.

  • Atticus Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 66 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2020, an estimated $7K.
  • Atticus Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and held it in 1 quarter.
  • Atticus Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $7K in Q4 2019.
  • 362 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2020.

Based on Atticus Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.