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

Interactive Financial 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
2022 Q3	–	Sell	-11	Closed	-$1K	–	174
2022 Q2	$1K	Sell	11 -9	-45%	-$1.02K	﹤0.01%	157
2022 Q1	$2K	Buy	20 +10	+100%	+$1.25K	﹤0.01%	163
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	166
2021 Q3	$1K	Sell	10 -1	-9%	-$138	﹤0.01%	169
2021 Q2	$2K	Sell	11 -1	-8%	-$135	﹤0.01%	169
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	162
2020 Q4	$1K	Sell	12 -2	-14%	-$226	﹤0.01%	162
2020 Q3	$1K	Hold	14	–	–	﹤0.01%	148
2020 Q2	$1K	Buy	14 +1	+8%	+$89	﹤0.01%	137
2020 Q1	$1K	Buy	13 +1	+8%	+$99	﹤0.01%	108
2019 Q4	$1K	Buy	12 +1	+9%	+$107	﹤0.01%	142
2019 Q3	$1K	Hold	11	–	–	﹤0.01%	123
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	138
2019 Q1	$1K	Hold	11	–	–	﹤0.01%	121
2018 Q4	$1K	Hold	11	–	–	﹤0.01%	99
2018 Q3	$1K	Hold	11	–	–	﹤0.01%	121
2018 Q2	$1K	Hold	11	–	–	﹤0.01%	110
2018 Q1	$1K	Hold	11	–	–	﹤0.01%	105
2017 Q4	$1K	Hold	11	–	–	﹤0.01%	109
2017 Q3	$1K	Hold	11	–	–	﹤0.01%	98
2017 Q2	$1K	Hold	11	–	–	﹤0.01%	101
2017 Q1	$1K	Hold	11	–	–	﹤0.01%	100
2016 Q4	$1K	Sell	11 -8	-42%	-$766	﹤0.01%	103
2016 Q3	$2K	Sell	19 -9	-32%	-$876	﹤0.01%	104
2016 Q2	$3K	Hold	28	–	–	﹤0.01%	90
2016 Q1	$3K	Sell	28 -28	-50%	-$2.46K	﹤0.01%	87
2015 Q4	$5K	Buy	56 +1	+2%	+$94	﹤0.01%	87
2015 Q3	$5K	Hold	55	–	–	﹤0.01%	79
2015 Q2	$6K	Buy	55 +2	+4%	+$209	﹤0.01%	88
2015 Q1	$5K	Hold	53	–	–	﹤0.01%	99
2014 Q4	$5K	Hold	53	–	–	﹤0.01%	84
2014 Q3	$5K	Sell	53 -10	-16%	-$1.08K	﹤0.01%	84
2014 Q2	$7K	Buy	63 +11	+21%	+$1.2K	﹤0.01%	83
2014 Q1	$6K	Buy	52 +16	+44%	+$1.67K	﹤0.01%	73
2013 Q4	$4K	Hold	36	–	–	﹤0.01%	69
2013 Q3	$4K	Buy	36 +8	+29%	+$764	﹤0.01%	68
2013 Q2	$2K	Buy	+28	New	+$2.64K	﹤0.01%	60

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

CSIA

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Interactive Financial Advisors's VSS Position: Q3 2022 in Review

Interactive Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Interactive Financial Advisors first reported a position in VSS in Q2 2013 and held it in 37 quarters. The position peaked at $7K in Q2 2014. 496 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

Interactive Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2022 after selling out during the quarter.
Interactive Financial Advisors sold 11 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2022, an estimated $1K.
Interactive Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2013 and held it in 37 quarters.
Interactive Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $7K in Q2 2014.
496 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2022.

Based on Interactive Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.