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	$52	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

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

Envestnet Asset Management

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

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 Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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