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

Doliver 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
Q3 		– Sell
-2,086
Closed -$220K – 172
2019
Q2 		$220K Buy
+2,086
New +$218K 0.09% 104

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MIAS
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TAIM
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Envestnet Asset Management
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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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Doliver Advisors's VSS Position: Q3 2019 in Review

Doliver Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2019, closing a stake of 2,086 shares — an estimated $220K sold.

Doliver Advisors first reported a position in VSS in Q2 2019 and held it in 1 quarter. The position peaked at $220K in Q2 2019. 350 funds tracked by Wall St. Rank hold VSS as of Q3 2019.

  • Doliver Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2019 after selling out during the quarter.
  • Doliver Advisors sold 2,086 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2019, an estimated $220K.
  • Doliver Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2019 and held it in 1 quarter.
  • Doliver Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $220K in Q2 2019.
  • 350 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2019.

Based on Doliver Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.