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

JNBA 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
2020 Q1	–	Sell	-172	Closed	-$19K	–	612
2019 Q4	$19K	Hold	172	–	–	﹤0.01%	355
2019 Q3	$18K	Hold	172	–	–	﹤0.01%	346
2019 Q2	$18K	Hold	172	–	–	﹤0.01%	361
2019 Q1	$18K	Hold	172	–	–	﹤0.01%	339
2018 Q4	$16K	Buy	172 +144	+514%	+$14.6K	﹤0.01%	330
2018 Q3	$3K	Buy	+28	New	+$3.19K	﹤0.01%	444
2016 Q4	–	Sell	-115	Closed	-$11K	–	1332
2016 Q3	$11K	Buy	+115	New	+$11.2K	﹤0.01%	997
2015 Q4	–	Sell	-100	Closed	-$9K	–	544
2015 Q3	$9K	Buy	+100	New	+$9.58K	﹤0.01%	364

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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

TAIM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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 $173B AUM 20.72% 1-Year Est. Return

JNBA Financial Advisors's VSS Position: Q1 2020 in Review

JNBA Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2020, closing a stake of 172 shares — an estimated $19K sold.

JNBA Financial Advisors first reported a position in VSS in Q3 2015 and held it in 8 quarters. The position peaked at $19K in Q4 2019. 362 funds tracked by Wall St. Rank hold VSS as of Q1 2020.

JNBA Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2020 after selling out during the quarter.
JNBA Financial Advisors sold 172 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2020, an estimated $19K.
JNBA Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2015 and held it in 8 quarters.
JNBA Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $19K in Q4 2019.
362 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2020.

Based on JNBA Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.