Number of Shares
2,126.00
Current Holdings Value*
$250,000.00
% of Portfolio
0.12%
Total Estimate Gain
$180,064.24
% of Total Estimate Gain
18.72%

Palisades Hudson Asset Management, L.P.'s Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF Holding Summary

As of 2025-03-31, Palisades Hudson Asset Management, L.P. held 2,126.00 shares of Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS), totaling $250,000.00. This investment constitutes 0.12% of their stock portfolio, and Palisades Hudson Asset Management, L.P. now holds 0% of the outstanding Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS) stock.

The initial trade took place in 2017Q1. And since then Palisades Hudson Asset Management, L.P. has made 13 purchases of VSS, at an average price of $102.07, for a total of 9,424.00 shares. In addition, there have been 3 sales at an average price of $117.02 for 7,298.00 shares. Based on historical transaction data and VSS's current price of $135.47, Palisades Hudson Asset Management, L.P.'s estimated gain on his VSS holdings is $180,064.24, reflecting a 18.72% gain to date.

Palisades Hudson Asset Management, L.P. VSS ($135.47) Holding Chart

Palisades Hudson Asset Management, L.P. VSS ($135.47) 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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