Number of Shares
113,610.00
Current Holdings Value*
$13.13 Mil
% of Portfolio
1.66%
Total Estimate Gain
$988,593.25
% of Total Estimate Gain
3.88%

ATLAS CAPITAL ADVISORS INC.'s Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF Holding Summary

As of 2025-03-31, ATLAS CAPITAL ADVISORS INC. held 113,610.00 shares of Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS), totaling $13.13 Mil. This investment constitutes 1.66% of their stock portfolio, and ATLAS CAPITAL ADVISORS INC. now holds 0.16% of the outstanding Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS) stock.

The initial trade took place in 2018Q2. And since then ATLAS CAPITAL ADVISORS INC. has made 17 purchases of VSS, at an average price of $112.93, for a total of 225,735.00 shares. In addition, there have been 11 sales at an average price of $104.67 for 112,125.00 shares. Based on historical transaction data and VSS's current price of $129.79, ATLAS CAPITAL ADVISORS INC.'s estimated gain on his VSS holdings is $988,593.25, reflecting a 3.88% gain to date.

ATLAS CAPITAL ADVISORS INC. VSS ($129.79) Holding Chart

ATLAS CAPITAL ADVISORS INC. VSS ($129.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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