Winch Advisory Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Winch Advisory Services’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
2015 Q2	–	Sell	-3	Closed	–	–	345
2015 Q1	$0	Buy	+3	New	+$293	﹤0.01%	321
2014 Q3	–	Sell	-75	Closed	-$8K	–	266
2014 Q2	$8K	Buy	75 +1	+1%	+$109	﹤0.01%	177
2014 Q1	$8K	Buy	+74	New	+$7.72K	0.01%	192

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Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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Envestnet Asset Management

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Susquehanna International Group

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