Wealthspire Advisors (Maryland)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-606	Closed	-$63K	–	2006
2019 Q1	$63K	Hold	606	–	–	﹤0.01%	813
2018 Q4	$57K	Buy	606 +1	+0.2%	+$101	0.01%	804
2018 Q3	$68K	Hold	605	–	–	0.01%	850
2018 Q2	$70K	Buy	605 +4	+0.7%	+$479	0.01%	849
2018 Q1	$72K	Hold	601	–	–	0.01%	841
2017 Q4	$72K	Buy	601 +10	+2%	+$1.17K	0.01%	856
2017 Q3	$68K	Buy	591 +2	+0.3%	+$224	0.01%	864
2017 Q2	$64K	Buy	+589	New	+$62.7K	0.01%	856

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

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

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

Envestnet Asset Management

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