O'Dell Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

O'Dell Group’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 Q2	–	Sell	-16,947	Closed	-$1.33M	–	27
2020 Q1	$1.33M	Sell	16,947 -405	-2%	-$40.3K	0.86%	18
2019 Q4	$1.93M	Buy	17,352 +257	+2%	+$27.4K	0.97%	18
2019 Q3	$1.74M	Sell	17,095 -1,063	-6%	-$109K	0.98%	17
2019 Q2	$1.91M	Sell	18,158 -60	-0.3%	-$6.26K	1.16%	15
2019 Q1	$1.9M	Buy	18,218 +337	+2%	+$34.3K	1.2%	15
2018 Q4	$1.69M	Buy	+17,881	New	+$1.81M	1.25%	15

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

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

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

Commonwealth Equity Services

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

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management

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