Live Your Vision’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Live Your Vision’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 Q1	$26K	Buy	+250	New	+$25.4K	0.01%	158
2018 Q4	–	Sell	-250	Closed	-$28K	–	287
2018 Q3	$28K	Buy	+250	New	+$28.5K	0.01%	142
2017 Q1	–	Sell	-60	Closed	-$6K	–	319
2016 Q4	$6K	Hold	60	–	–	﹤0.01%	216
2016 Q3	$6K	Buy	+60	New	+$5.84K	﹤0.01%	212
2015 Q4	–	Sell	-60	Closed	-$5K	–	265
2015 Q3	$5K	Buy	+60	New	+$5.75K	﹤0.01%	239

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $2.17B AUM 28.39% 1-Year Est. Return

TAIM

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

MFM

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

CSIA

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Live Your Vision's VSS Position: Q1 2019 in Review

Live Your Vision opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2019: 250 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #158 among its holdings. This is a return to the name: Live Your Vision previously reported a position in VSS as recently as Q3 2018.

Live Your Vision first reported a position in VSS in Q3 2015 and has held it in 5 quarters since. The position peaked at $28K in Q3 2018. 359 funds tracked by Wall St. Rank hold VSS as of Q1 2019.

Live Your Vision held 250 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $26K as of Q1 2019.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Live Your Vision position in Q1 2019.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Live Your Vision's portfolio in Q1 2019, its #158 holding.
Live Your Vision first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2015 and has held it in 5 quarters since.
Live Your Vision's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $28K in Q3 2018.
359 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.