1834 Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-45
| Closed | -$5K | – | 444 |
|
|
2022
Q2 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 412 |
|
|
2019
Q4 | – | Sell |
-14
| Closed | -$1K | – | 492 |
|
|
2019
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 450 |
|
|
2014
Q4 | – | Sell |
-5,996
| Closed | -$612K | – | 159 |
|
|
2014
Q3 | $612K | Hold |
5,996
| – | – | 0.17% | 101 |
|
|
2014
Q2 | $667K | Buy |
+5,996
| New | +$667K | 0.18% | 99 |
|