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

Liberty 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
2021 Q4	–	Sell	-26	Closed	-$4K	–	1085
2021 Q3	$4K	Sell	26 -9	-26%	-$1.24K	﹤0.01%	991
2021 Q2	$5K	Buy	+35	New	+$4.74K	﹤0.01%	807
2020 Q1	–	Sell	-78	Closed	-$9K	–	999
2019 Q4	$9K	Buy	+78	New	+$8.33K	0.01%	568

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

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

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

CSIA

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Liberty Wealth Management's VSS Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2021, closing a stake of 26 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in VSS in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2021.

Liberty Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 26 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2021, an estimated $4K.
Liberty Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and held it in 3 quarters.
Liberty Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $9K in Q4 2019.
532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.