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Capital Directions Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Capital Directions Investment Advisors’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
Q3 		– Sell
-88
Closed -$10K – 232
2018
Q2 		$10K Buy
+88
New +$10.5K ﹤0.01% 124

Other funds holding VSS

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ERSOT
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PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Directions Investment Advisors's VSS Position: Q3 2018 in Review

Capital Directions Investment Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2018, closing a stake of 88 shares — an estimated $10K sold.

Capital Directions Investment Advisors first reported a position in VSS in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 321 funds tracked by Wall St. Rank hold VSS as of Q3 2018.

  • Capital Directions Investment Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 88 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2018, an estimated $10K.
  • Capital Directions Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2018 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $10K in Q2 2018.
  • 321 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.