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

Trifecta Capital 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
Q1 		– Sell
-2
Closed -$206 – 460
2022
Q4 		$206 Buy
+2
New +$201 ﹤0.01% 440

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Natixis Advisors
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MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
CSIA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Trifecta Capital Advisors's VSS Position: Q1 2023 in Review

Trifecta Capital Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2023, closing a stake of 2 shares — an estimated $206 sold.

Trifecta Capital Advisors first reported a position in VSS in Q4 2022 and held it in 1 quarter. The position peaked at $206 in Q4 2022. 523 funds tracked by Wall St. Rank hold VSS as of Q1 2023.

  • Trifecta Capital Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 2 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2023, an estimated $206.
  • Trifecta Capital Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and held it in 1 quarter.
  • Trifecta Capital Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $206 in Q4 2022.
  • 523 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2023.

Based on Trifecta Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.