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

Triad 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
2024
Q3 		– Sell
-138
Closed -$16.2K – 912
2024
Q2 		$16.2K Buy
+138
New +$16.2K 0.01% 386

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Charles Schwab
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Triad Wealth Partners's VSS Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2024, closing a stake of 138 shares — an estimated $16.2K sold.

Triad Wealth Partners first reported a position in VSS in Q2 2024 and held it in 1 quarter. The position peaked at $16.2K in Q2 2024. 609 funds tracked by Wall St. Rank hold VSS as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 138 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2024, an estimated $16.2K.
  • Triad Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $16.2K in Q2 2024.
  • 609 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.