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

Meridian Wealth Partners’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
2023
Q2 		– Sell
-2,571
Closed -$281K – 100
2023
Q1 		$281K Buy
+2,571
New +$279K 0.06% 72

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Meridian Wealth Partners's VSS Position: Q2 2023 in Review

Meridian Wealth Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2023, closing a stake of 2,571 shares — an estimated $281K sold.

Meridian Wealth Partners first reported a position in VSS in Q1 2023 and held it in 1 quarter. The position peaked at $281K in Q1 2023. 542 funds tracked by Wall St. Rank hold VSS as of Q2 2023.

  • Meridian Wealth Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2023 after selling out during the quarter.
  • Meridian Wealth Partners sold 2,571 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2023, an estimated $281K.
  • Meridian Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2023 and held it in 1 quarter.
  • Meridian Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $281K in Q1 2023.
  • 542 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2023.

Based on Meridian Wealth Partners's 13F filing for Q2 2023, filed 2 Aug 2023.