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

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-7
Closed -$743 – 588
2023
Q3 		$743 Buy
+7
New +$777 ﹤0.01% 536

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Natixis Advisors
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MIAS
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CSIA
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Morgan Stanley
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Authentikos Wealth Advisory's VSS Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2023, closing a stake of 7 shares — an estimated $743 sold.

Authentikos Wealth Advisory first reported a position in VSS in Q3 2023 and held it in 1 quarter. The position peaked at $743 in Q3 2023. 593 funds tracked by Wall St. Rank hold VSS as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 7 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2023, an estimated $743.
  • Authentikos Wealth Advisory first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $743 in Q3 2023.
  • 593 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.