ATFA
All Terrain Financial 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-2,760
| Closed | -$216K | – | 109 |
|
2020
Q1 | $216K | Hold |
2,760
| – | – | 0.09% | 89 |
|
2019
Q4 | $307K | Hold |
2,760
| – | – | 0.1% | 89 |
|
2019
Q3 | $281K | Hold |
2,760
| – | – | 0.09% | 96 |
|
2019
Q2 | $291K | Sell |
2,760
-1,400
| -34% | -$148K | 0.1% | 93 |
|
2019
Q1 | $433K | Sell |
4,160
-50
| -1% | -$5.2K | 0.15% | 76 |
|
2018
Q4 | $399K | Sell |
4,210
-10
| -0.2% | -$948 | 0.16% | 72 |
|
2018
Q3 | $473K | Sell |
4,220
-62
| -1% | -$6.95K | 0.19% | 76 |
|
2018
Q2 | $494K | Buy |
4,282
+1
| +0% | +$115 | 0.22% | 75 |
|
2018
Q1 | $510K | Buy |
4,281
+17
| +0.4% | +$2.03K | 0.23% | 69 |
|
2017
Q4 | $508K | Buy |
+4,264
| New | +$508K | 0.23% | 66 |
|