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Calton & Associates’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Calton & Associates’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
Q1 		– Sell
-1,774
Closed -$222K – 1251
2017
Q4 		$222K Buy
+1,774
New +$207K 0.06% 318

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Calton & Associates's VSS Position: Q1 2018 in Review

Calton & Associates sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2018, closing a stake of 1,774 shares — an estimated $222K sold.

Calton & Associates first reported a position in VSS in Q4 2017 and held it in 1 quarter. The position peaked at $222K in Q4 2017. 304 funds tracked by Wall St. Rank hold VSS as of Q1 2018.

  • Calton & Associates reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,774 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2018, an estimated $222K.
  • Calton & Associates first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $222K in Q4 2017.
  • 304 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.