Relaxing Retirement Coach’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Relaxing Retirement Coach’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	-5,068	Closed	-$397K	–	50
2020 Q1	$397K	Sell	5,068 -1,969	-28%	-$196K	0.24%	40
2019 Q4	$782K	Hold	7,037	–	–	0.23%	38
2019 Q3	$715K	Hold	7,037	–	–	0.22%	38
2019 Q2	$742K	Sell	7,037 -235	-3%	-$24.5K	0.23%	38
2019 Q1	$758K	Sell	7,272 -96	-1%	-$9.77K	0.24%	38
2018 Q4	$697K	Sell	7,368 -6,099	-45%	-$618K	0.24%	38
2018 Q3	$1.51M	Hold	13,467	–	–	0.45%	35
2018 Q2	$1.55M	Sell	13,467 -778	-5%	-$93.2K	0.48%	35
2018 Q1	$1.7M	Sell	14,245 -1,003	-7%	-$121K	0.54%	34
2017 Q4	$1.82M	Buy	+15,248	New	+$1.78M	0.59%	35

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

MIAS

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

TAIM

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

CSIA

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

MFM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Relaxing Retirement Coach's VSS Position: Q2 2020 in Review

Relaxing Retirement Coach sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2020, closing a stake of 5,068 shares — an estimated $397K sold.

Relaxing Retirement Coach first reported a position in VSS in Q4 2017 and held it in 10 quarters. The position peaked at $1.82M in Q4 2017. 359 funds tracked by Wall St. Rank hold VSS as of Q2 2020.

Relaxing Retirement Coach reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2020 after selling out during the quarter.
Relaxing Retirement Coach sold 5,068 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2020, an estimated $397K.
Relaxing Retirement Coach first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2017 and held it in 10 quarters.
Relaxing Retirement Coach's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.82M in Q4 2017.
359 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2020.

Based on Relaxing Retirement Coach's 13F filing for Q2 2020, filed 13 Jul 2020.