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Boston Financial Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Boston Financial 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
2018
Q4 		– Sell
-9,655
Closed -$1.08M – 273
2018
Q3 		$1.08M Buy
+9,655
New +$1.1M 0.06% 159

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ERSOT
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PCA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Boston Financial Management's VSS Position: Q4 2018 in Review

Boston Financial Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2018, closing a stake of 9,655 shares — an estimated $1.08M sold.

Boston Financial Management first reported a position in VSS in Q3 2018 and held it in 1 quarter. The position peaked at $1.08M in Q3 2018. 340 funds tracked by Wall St. Rank hold VSS as of Q4 2018.

  • Boston Financial Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2018 after selling out during the quarter.
  • Boston Financial Management sold 9,655 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2018, an estimated $1.08M.
  • Boston Financial Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2018 and held it in 1 quarter.
  • Boston Financial Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.08M in Q3 2018.
  • 340 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2018.

Based on Boston Financial Management's 13F filing for Q4 2018, filed 31 Jan 2019.