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

Global Wealth Management Investment 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
2024 Q1	–	Sell	-19	Closed	-$2.19K	–	431
2023 Q4	$2.19K	Hold	19	–	–	﹤0.01%	393
2023 Q3	$2.02K	Hold	19	–	–	﹤0.01%	381
2023 Q2	$2.1K	Buy	+19	New	+$2.09K	﹤0.01%	389
2022 Q3	–	Sell	-19	Closed	-$2K	–	471
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	436
2022 Q1	$2K	Sell	19 -215	-92%	-$27K	﹤0.01%	436
2021 Q4	$31K	Hold	234	–	–	0.01%	227
2021 Q3	$31K	Buy	+234	New	+$32.2K	0.01%	231

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Global Wealth Management Investment Advisory's VSS Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2024, closing a stake of 19 shares — an estimated $2.19K sold.

Global Wealth Management Investment Advisory first reported a position in VSS in Q3 2021 and held it in 7 quarters. The position peaked at $31K in Q4 2021. 582 funds tracked by Wall St. Rank hold VSS as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 19 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2024, an estimated $2.19K.
Global Wealth Management Investment Advisory first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2021 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $31K in Q4 2021.
582 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.