AFA
Alpha 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
11,931
-995
| -8% | -$134K | 0.62% | 18 |
|
|
2025
Q1 | $1.49M | Sell |
12,926
-362
| -3% | -$41.8K | 0.66% | 14 |
|
|
2024
Q4 | $1.52M | Sell |
13,288
-638
| -5% | -$73K | 0.69% | 15 |
|
|
2024
Q3 | $1.75M | Sell |
13,926
-117
| -0.8% | -$14.7K | 0.78% | 15 |
|
|
2024
Q2 | $1.65M | Buy |
14,043
+167
| +1% | +$19.6K | 0.79% | 15 |
|
|
2024
Q1 | $1.62M | Sell |
13,876
-560
| -4% | -$65.4K | 0.76% | 15 |
|
|
2023
Q4 | $1.66M | Buy |
14,436
+566
| +4% | +$65.1K | 0.84% | 15 |
|
|
2023
Q3 | $1.47M | Hold |
13,870
| – | – | 0.93% | 16 |
|
|
2023
Q2 | $1.53M | Sell |
13,870
-608
| -4% | -$67.2K | 0.96% | 16 |
|
|
2023
Q1 | $1.58M | Sell |
14,478
-452
| -3% | -$49.4K | 1.1% | 15 |
|
|
2022
Q4 | $1.53M | Buy |
+14,930
| New | +$1.53M | 1.33% | 15 |
|