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

Baker Tilly 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
2022
Q2 		– Sell
-2,310
Closed -$286K – 533
2022
Q1 		$286K Buy
+2,310
New +$290K 0.03% 438

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Baker Tilly Wealth Management's VSS Position: Q2 2022 in Review

Baker Tilly Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2022, closing a stake of 2,310 shares — an estimated $286K sold.

Baker Tilly Wealth Management first reported a position in VSS in Q1 2022 and held it in 1 quarter. The position peaked at $286K in Q1 2022. 511 funds tracked by Wall St. Rank hold VSS as of Q2 2022.

  • Baker Tilly Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,310 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2022, an estimated $286K.
  • Baker Tilly Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $286K in Q1 2022.
  • 511 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.