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

Tempus Wealth Planning’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	-4,946	Closed	-$661K	–	157
2021 Q3	$661K	Buy	4,946 +1,433	+41%	+$197K	0.37%	70
2021 Q2	$479K	Buy	3,513 +759	+28%	+$103K	0.32%	88
2021 Q1	$354K	Buy	+2,754	New	+$349K	0.37%	72

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $424B AUM 22.96% 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 $72.7B AUM 39.36% 1-Year Est. Return

Tempus Wealth Planning's VSS Position: Q4 2021 in Review

Tempus Wealth Planning sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2021, closing a stake of 4,946 shares — an estimated $661K sold.

Tempus Wealth Planning first reported a position in VSS in Q1 2021 and held it in 3 quarters. The position peaked at $661K in Q3 2021. 533 funds tracked by Wall St. Rank hold VSS as of Q4 2021.

Tempus Wealth Planning reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2021 after selling out during the quarter.
Tempus Wealth Planning sold 4,946 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2021, an estimated $661K.
Tempus Wealth Planning first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and held it in 3 quarters.
Tempus Wealth Planning's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $661K in Q3 2021.
533 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2021.

Based on Tempus Wealth Planning's 13F filing for Q4 2021, filed 2 Feb 2022.