Number of Shares
3,929.00
Current Holdings Value*
$454,190.00
% of Portfolio
0.41%
Total Estimate Gain
$73,786.62
% of Total Estimate Gain
16.16%

Mittelman Wealth Management's Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF Holding Summary

As of 2025-03-31, Mittelman Wealth Management held 3,929.00 shares of Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS), totaling $454,190.00. This investment constitutes 0.41% of their stock portfolio, and Mittelman Wealth Management now holds 0.01% of the outstanding Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS) stock.

The initial trade took place in 2025Q1. And since then Mittelman Wealth Management has made 1 purchases of VSS, at an average price of $116.23, for a total of 3,929.00 shares. Based on historical transaction data and VSS's current price of $135.01, Mittelman Wealth Management's estimated gain on his VSS holdings is $73,786.62, reflecting a 16.16% gain to date.

Mittelman Wealth Management VSS ($135.01) Holding Chart

Mittelman Wealth Management VSS ($135.01) 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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