Wolff Wiese Magana’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Wolff Wiese Magana’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 Q2	–	Sell	-195	Closed	-$21.3K	–	841
2023 Q1	$21.3K	Hold	195	–	–	0.02%	258
2022 Q4	$20K	Hold	195	–	–	0.02%	257
2022 Q3	$18K	Hold	195	–	–	0.01%	395
2022 Q2	$20K	Sell	195 -41	-17%	-$4.65K	0.01%	402
2022 Q1	$29K	Hold	236	–	–	0.02%	354
2021 Q4	$32K	Hold	236	–	–	0.02%	348
2021 Q3	$31K	Buy	236 +1	+0.4%	+$138	0.02%	345
2021 Q2	$32K	Hold	235	–	–	0.02%	342
2021 Q1	$30K	Buy	235 +210	+840%	+$26.6K	0.02%	343
2020 Q4	$3K	Buy	+25	New	+$2.83K	﹤0.01%	615

Other funds holding VSS

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Wolff Wiese Magana's VSS Position: Q2 2023 in Review

Wolff Wiese Magana sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2023, closing a stake of 195 shares — an estimated $21.3K sold.

Wolff Wiese Magana first reported a position in VSS in Q4 2020 and held it in 10 quarters. The position peaked at $32K in Q4 2021. 542 funds tracked by Wall St. Rank hold VSS as of Q2 2023.

Wolff Wiese Magana reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2023 after selling out during the quarter.
Wolff Wiese Magana sold 195 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2023, an estimated $21.3K.
Wolff Wiese Magana first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and held it in 10 quarters.
Wolff Wiese Magana's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $32K in Q4 2021.
542 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2023.

Based on Wolff Wiese Magana's 13F filing for Q2 2023, filed 1 Aug 2023.