DOA
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D'Orazio & Associates’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

D'Orazio & 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
2019
Q1 		– Sell
-205
Closed -$19K – 362
2018
Q4 		$19K Buy
+205
New +$20.8K 0.01% 184

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PCA
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MIAS
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TAIM
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MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D'Orazio & Associates's VSS Position: Q1 2019 in Review

D'Orazio & Associates sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2019, closing a stake of 205 shares — an estimated $19K sold.

D'Orazio & Associates first reported a position in VSS in Q4 2018 and held it in 1 quarter. The position peaked at $19K in Q4 2018. 359 funds tracked by Wall St. Rank hold VSS as of Q1 2019.

  • D'Orazio & Associates reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2019 after selling out during the quarter.
  • D'Orazio & Associates sold 205 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2019, an estimated $19K.
  • D'Orazio & Associates first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and held it in 1 quarter.
  • D'Orazio & Associates's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $19K in Q4 2018.
  • 359 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2019.

Based on D'Orazio & Associates's 13F filing for Q1 2019, filed 1 May 2019.