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

Catalyst Private Wealth’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
Q4 		– Sell
-31
Closed -$3K – 281
2020
Q3 		$3K Buy
+31
New +$3.23K ﹤0.01% 263

Other funds holding VSS

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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

Catalyst Private Wealth's VSS Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2020, closing a stake of 31 shares — an estimated $3K sold.

Catalyst Private Wealth first reported a position in VSS in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 415 funds tracked by Wall St. Rank hold VSS as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 31 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2020, an estimated $3K.
  • Catalyst Private Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3K in Q3 2020.
  • 415 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.