Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
4,097
+1,606
| +64% | +$216K | 0.04% | 347 |
|
|
2025
Q1 | $288K | Hold |
2,491
| – | – | 0.02% | 461 |
|
|
2024
Q4 | $285K | Sell |
2,491
-29
| -1% | -$3.32K | 0.02% | 430 |
|
|
2024
Q3 | $317K | Buy |
2,520
+9
| +0.4% | +$1.13K | 0.02% | 428 |
|
|
2024
Q2 | $295K | Sell |
2,511
-75
| -3% | -$8.81K | 0.03% | 402 |
|
|
2024
Q1 | $302K | Buy |
2,586
+1,129
| +77% | +$132K | 0.03% | 394 |
|
|
2023
Q4 | $168K | Sell |
1,457
-338
| -19% | -$38.9K | 0.02% | 511 |
|
|
2023
Q3 | $191K | Sell |
1,795
-3,247
| -64% | -$345K | 0.02% | 465 |
|
|
2023
Q2 | $557K | Sell |
5,042
-11,045
| -69% | -$1.22M | 0.05% | 291 |
|
|
2023
Q1 | $1.76M | Sell |
16,087
-2,343
| -13% | -$256K | 0.16% | 142 |
|
|
2022
Q4 | $1.89M | Sell |
18,430
-5,646
| -23% | -$580K | 0.19% | 132 |
|
|
2022
Q3 | $2.23M | Buy |
24,076
+5,107
| +27% | +$474K | 0.22% | 113 |
|
|
2022
Q2 | $1.96M | Buy |
18,969
+4,284
| +29% | +$442K | 0.19% | 127 |
|
|
2022
Q1 | $1.82M | Buy |
14,685
+3,043
| +26% | +$377K | 0.11% | 171 |
|
|
2021
Q4 | $1.56M | Buy |
11,642
+4,275
| +58% | +$573K | 0.1% | 190 |
|
|
2021
Q3 | $985K | Buy |
7,367
+1,046
| +17% | +$140K | 0.07% | 237 |
|
|
2021
Q2 | $862K | Buy |
6,321
+68
| +1% | +$9.27K | 0.06% | 281 |
|
|
2021
Q1 | $803K | Buy |
6,253
+559
| +10% | +$71.8K | 0.06% | 283 |
|
|
2020
Q4 | $694K | Sell |
5,694
-983
| -15% | -$120K | 0.06% | 286 |
|
|
2020
Q3 | $703K | Buy |
6,677
+1,232
| +23% | +$130K | 0.06% | 278 |
|
|
2020
Q2 | $526K | Buy |
5,445
+2,989
| +122% | +$289K | 0.04% | 326 |
|
|
2020
Q1 | $192K | Buy |
2,456
+1,271
| +107% | +$99.4K | 0.02% | 474 |
|
|
2019
Q4 | $132K | Buy |
1,185
+682
| +136% | +$76K | 0.01% | 608 |
|
|
2019
Q3 | $51K | Buy |
503
+47
| +10% | +$4.77K | ﹤0.01% | 901 |
|
|
2019
Q2 | $48K | Sell |
456
-300
| -40% | -$31.6K | 0.01% | 813 |
|
|
2019
Q1 | $79K | Sell |
756
-220
| -23% | -$23K | 0.01% | 620 |
|
|
2018
Q4 | $92K | Sell |
976
-158
| -14% | -$14.9K | 0.01% | 538 |
|
|
2018
Q3 | $127K | Hold |
1,134
| – | – | 0.02% | 505 |
|
|
2018
Q2 | $131K | Buy |
1,134
+891
| +367% | +$103K | 0.02% | 469 |
|
|
2018
Q1 | $29K | Buy |
243
+201
| +479% | +$24K | ﹤0.01% | 841 |
|
|
2017
Q4 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 1115 |
|