Resurgent Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Resurgent Financial Advisors’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 Q4	–	Sell	-555	Closed	-$58.9K	–	533
2023 Q3	$58.9K	Hold	555	–	–	0.04%	302
2023 Q2	$61.3K	Hold	555	–	–	0.04%	305
2023 Q1	$60.6K	Buy	555 +70	+14%	+$7.61K	0.04%	304
2022 Q4	$49.9K	Buy	+485	New	+$48.8K	0.03%	422

Other funds holding VSS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

CSIA

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

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

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

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

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

Resurgent Financial Advisors's VSS Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2023, closing a stake of 555 shares — an estimated $58.9K sold.

Resurgent Financial Advisors first reported a position in VSS in Q4 2022 and held it in 4 quarters. The position peaked at $61.3K in Q2 2023. 593 funds tracked by Wall St. Rank hold VSS as of Q4 2023.

Resurgent Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2023 after selling out during the quarter.
Resurgent Financial Advisors sold 555 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2023, an estimated $58.9K.
Resurgent Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and held it in 4 quarters.
Resurgent Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $61.3K in Q2 2023.
593 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.