AWA
Aletheian Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
32,634
+2,520
| +8% | +$339K | 2.16% | 11 |
|
|
2025
Q1 | $3.48M | Buy |
30,114
+2,344
| +8% | +$271K | 1.96% | 12 |
|
|
2024
Q4 | $3.18M | Buy |
27,770
+417
| +2% | +$47.7K | 1.88% | 13 |
|
|
2024
Q3 | $3.45M | Buy |
27,353
+1,072
| +4% | +$135K | 2.01% | 11 |
|
|
2024
Q2 | $3.09M | Buy |
26,281
+1,721
| +7% | +$202K | 1.63% | 13 |
|
|
2024
Q1 | $2.87M | Buy |
24,560
+464
| +2% | +$54.2K | 1.56% | 18 |
|
|
2023
Q4 | $2.77M | Sell |
24,096
-3,731
| -13% | -$429K | 1.83% | 14 |
|
|
2023
Q3 | $2.96M | Buy |
27,827
+489
| +2% | +$51.9K | 2.27% | 9 |
|
|
2023
Q2 | $3.02M | Sell |
27,338
-450
| -2% | -$49.7K | 2.07% | 13 |
|
|
2023
Q1 | $3.04M | Buy |
27,788
+73
| +0.3% | +$7.98K | 2.68% | 11 |
|
|
2022
Q4 | $2.85M | Buy |
27,715
+2,304
| +9% | +$237K | 2.46% | 11 |
|
|
2022
Q3 | $2.36M | Sell |
25,411
-3,830
| -13% | -$355K | 2.68% | 11 |
|
|
2022
Q2 | $3.02M | Buy |
29,241
+8,705
| +42% | +$898K | 3.07% | 10 |
|
|
2022
Q1 | $2.54M | Sell |
20,536
-3,169
| -13% | -$393K | 2.42% | 14 |
|
|
2021
Q4 | $3.18M | Buy |
+23,705
| New | +$3.18M | 3.11% | 10 |
|