Clear Perspective Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Clear Perspective 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
2019 Q4	–	Sell	-500	Closed	-$53K	–	149
2019 Q3	$53K	Hold	500	–	–	0.02%	148
2019 Q2	$53K	Buy	+500	New	+$52.2K	0.03%	186
2018 Q3	–	Sell	-521	Closed	-$60K	–	429
2018 Q2	$60K	Hold	521	–	–	0.04%	234
2018 Q1	$62K	Sell	521 -110	-17%	-$13.3K	0.05%	225
2017 Q4	$75K	Sell	631 -50	-7%	-$5.83K	0.06%	209
2017 Q3	$78K	Hold	681	–	–	0.06%	205
2017 Q2	$74K	Buy	681 +21	+3%	+$2.23K	0.06%	196
2017 Q1	$68K	Hold	660	–	–	0.05%	192
2016 Q4	$62K	Buy	+660	New	+$63.2K	0.04%	188

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Clear Perspective Advisors's VSS Position: Q4 2019 in Review

Clear Perspective Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2019, closing a stake of 500 shares — an estimated $53K sold.

Clear Perspective Advisors first reported a position in VSS in Q4 2016 and held it in 9 quarters. The position peaked at $78K in Q3 2017. 390 funds tracked by Wall St. Rank hold VSS as of Q4 2019.

Clear Perspective Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2019 after selling out during the quarter.
Clear Perspective Advisors sold 500 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2019, an estimated $53K.
Clear Perspective Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2016 and held it in 9 quarters.
Clear Perspective Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $78K in Q3 2017.
390 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2019.

Based on Clear Perspective Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.