IWP
VSS icon

Icon Wealth Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Icon Wealth Partners’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
Q1 		– Sell
-59
Closed -$7K – 721
2017
Q4 		$7K Buy
+59
New +$6.88K ﹤0.01% 745

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TAIM
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VA
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Icon Wealth Partners's VSS Position: Q1 2018 in Review

Icon Wealth Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2018, closing a stake of 59 shares — an estimated $7K sold.

Icon Wealth Partners first reported a position in VSS in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 304 funds tracked by Wall St. Rank hold VSS as of Q1 2018.

  • Icon Wealth Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 59 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2018, an estimated $7K.
  • Icon Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $7K in Q4 2017.
  • 304 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.