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

Continuum 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
2025
Q3 		– Sell
-3,395
Closed -$456K – 459
2025
Q2 		$456K Sell
3,395
-2,585
-43% -$319K 0.05% 271
2025
Q1 		$691K Sell
5,980
-170
-3% -$19.8K 0.09% 199
2024
Q4 		$704K Sell
6,150
-148
-2% -$17.8K 0.09% 194
2024
Q3 		$739K Sell
6,298
-784
-11% -$94.5K 0.09% 196
2024
Q2 		$832K Buy
7,082
+15
+0.2% +$1.76K 0.12% 172
2024
Q1 		$837K Sell
7,067
-2,603
-27% -$295K 0.13% 170
2023
Q4 		$1.11M Sell
9,670
-382
-4% -$41.1K 0.16% 159
2023
Q3 		$1.07M Buy
10,052
+586
+6% +$65.1K 0.17% 154
2023
Q2 		$1.05M Buy
9,466
+6,568
+227% +$724K 0.17% 158
2023
Q1 		$317K Sell
2,898
-4,136
-59% -$449K 0.05% 343
2022
Q4 		$723K Buy
+7,034
New +$707K 0.13% 188
2022
Q2 		– Sell
-3,814
Closed -$437K – 423
2022
Q1 		$437K Buy
3,814
+489
+15% +$61.4K 0.08% 265
2021
Q4 		$445K Buy
3,325
+1,610
+94% +$218K 0.1% 191
2021
Q3 		$229K Buy
+1,715
New +$236K 0.06% 268

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MIAS
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
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
Charles Schwab
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return