Wagner Wealth Management (South Carolina)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q1	–	Sell	-13	Closed	-$2K	–	645
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	644
2021 Q3	$2K	Buy	+13	New	+$1.79K	﹤0.01%	611

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VSS Position: Q1 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2022, closing a stake of 13 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in VSS in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 525 funds tracked by Wall St. Rank hold VSS as of Q1 2022.

Wagner Wealth Management (South Carolina) reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 13 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2022, an estimated $2K.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2021 and held it in 2 quarters.
Wagner Wealth Management (South Carolina)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2K in Q4 2021.
525 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.