Acorn Financial Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-12,524
| Closed | -$1.71M | – | 243 |
|
|
2021
Q2 | $1.71M | Buy |
12,524
+1,284
| +11% | +$175K | 0.5% | 57 |
|
|
2021
Q1 | $1.46M | Buy |
11,240
+2,556
| +29% | +$331K | 0.53% | 50 |
|
|
2020
Q4 | $1.06M | Buy |
8,684
+1,703
| +24% | +$207K | 0.42% | 72 |
|
|
2020
Q3 | $736K | Buy |
6,981
+1,395
| +25% | +$147K | 0.39% | 77 |
|
|
2020
Q2 | $540K | Buy |
+5,586
| New | +$540K | 0.38% | 94 |
|