AWM
Abound Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-167
| Closed | -$21K | – | 1346 |
|
|
2024
Q3 | $21K | Buy |
167
+13
| +8% | +$1.64K | 0.01% | 288 |
|
|
2024
Q2 | $18K | Sell |
154
-9
| -6% | -$1.05K | 0.01% | 268 |
|
|
2024
Q1 | $19K | Buy |
163
+132
| +426% | +$15.4K | 0.01% | 262 |
|
|
2023
Q4 | $3.57K | Buy |
+31
| New | +$3.57K | ﹤0.01% | 576 |
|
|
2023
Q1 | – | Sell |
-23
| Closed | -$2.41K | – | 755 |
|
|
2022
Q4 | $2.41K | Buy |
+23
| New | +$2.41K | ﹤0.01% | 510 |
|