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SteelBridge Private Wealth Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

SteelBridge Private Wealth 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
2017
Q3 		– Sell
-1,980
Closed -$214K – 65
2017
Q2 		$214K Buy
+1,980
New +$211K 0.3% 66

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SteelBridge Private Wealth Advisors's VSS Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2017, closing a stake of 1,980 shares — an estimated $214K sold.

SteelBridge Private Wealth Advisors first reported a position in VSS in Q2 2017 and held it in 1 quarter. The position peaked at $214K in Q2 2017. 247 funds tracked by Wall St. Rank hold VSS as of Q3 2017.

  • SteelBridge Private Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2017 after selling out during the quarter.
  • SteelBridge Private Wealth Advisors sold 1,980 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2017, an estimated $214K.
  • SteelBridge Private Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2017 and held it in 1 quarter.
  • SteelBridge Private Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $214K in Q2 2017.
  • 247 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.