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Western Pacific Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Western Pacific Wealth Management’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
Q2 		– Sell
-49
Closed -$5.72K – 303
2024
Q1 		$5.72K Buy
+49
New +$5.54K ﹤0.01% 208

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AA
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Western Pacific Wealth Management's VSS Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2024, closing a stake of 49 shares — an estimated $5.72K sold.

Western Pacific Wealth Management first reported a position in VSS in Q1 2024 and held it in 1 quarter. The position peaked at $5.72K in Q1 2024. 581 funds tracked by Wall St. Rank hold VSS as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 49 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2024, an estimated $5.72K.
  • Western Pacific Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $5.72K in Q1 2024.
  • 581 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.