Graves Light Lenhart Wealth’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Graves Light Lenhart 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
2022 Q3	–	Sell	-118	Closed	-$12K	–	601
2022 Q2	$12K	Hold	118	–	–	﹤0.01%	471
2022 Q1	$15K	Hold	118	–	–	﹤0.01%	501
2021 Q4	$16K	Hold	118	–	–	﹤0.01%	558
2021 Q3	$16K	Buy	+118	New	+$16.2K	﹤0.01%	522

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

CSIA

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

MIAS

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Graves Light Lenhart Wealth's VSS Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2022, closing a stake of 118 shares — an estimated $12K sold.

Graves Light Lenhart Wealth first reported a position in VSS in Q3 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 495 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 118 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2022, an estimated $12K.
Graves Light Lenhart Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2021 and held it in 4 quarters.
Graves Light Lenhart Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $16K in Q4 2021.
495 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.