AOWM
Alpha Omega Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,242
| Closed | -$552K | – | 545 |
|
|
2019
Q2 | $552K | Hold |
5,242
| – | – | 0.23% | 81 |
|
|
2019
Q1 | $546K | Hold |
5,242
| – | – | 0.25% | 79 |
|
|
2018
Q4 | $496K | Buy |
5,242
+5,214
| +18,621% | +$493K | 0.25% | 78 |
|
|
2018
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 444 |
|
|
2018
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 456 |
|
|
2018
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 447 |
|