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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return