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

IHT Wealth Management’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	-2,004	Closed	-$211K	–	633
2019 Q2	$211K	Sell	2,004 -663	-25%	-$69.2K	0.03%	481
2019 Q1	$278K	Buy	+2,667	New	+$271K	0.05%	379
2018 Q2	–	Sell	-809	Closed	-$95K	–	1357
2018 Q1	$95K	Buy	809 +103	+15%	+$12.4K	0.03%	493
2017 Q4	$86K	Buy	706 +17	+2%	+$1.98K	0.02%	532
2017 Q3	$79K	Sell	689 -19,482	-97%	-$2.18M	0.03%	402
2017 Q2	$52K	Buy	20,171 +10,298	+104%	+$1.1M	0.03%	493
2017 Q1	$505K	Buy	9,873 +9,636	+4,066%	+$961K	0.34%	71
2016 Q4	$22K	Buy	+237	New	+$22.7K	0.02%	611

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CSIA

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

MFM

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

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

IHT Wealth Management's VSS Position: Q3 2019 in Review

IHT Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2019, closing a stake of 2,004 shares — an estimated $211K sold.

IHT Wealth Management first reported a position in VSS in Q4 2016 and held it in 8 quarters. The position peaked at $505K in Q1 2017. 351 funds tracked by Wall St. Rank hold VSS as of Q3 2019.

IHT Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2019 after selling out during the quarter.
IHT Wealth Management sold 2,004 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2019, an estimated $211K.
IHT Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2016 and held it in 8 quarters.
IHT Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $505K in Q1 2017.
351 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2019.

Based on IHT Wealth Management's 13F filing for Q3 2019, filed 15 Nov 2019.