AWA
Arbor 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 | $3.12M | Hold |
23,214
| – | – | 2.53% | 8 |
|
|
2025
Q1 | $2.68M | Hold |
23,214
| – | – | 2.39% | 8 |
|
|
2024
Q4 | $2.66M | Hold |
23,214
| – | – | 2.37% | 8 |
|
|
2024
Q3 | $2.92M | Hold |
23,214
| – | – | 2.64% | 8 |
|
|
2024
Q2 | $2.73M | Buy |
23,214
+75
| +0.3% | +$8.81K | 2.69% | 8 |
|
|
2024
Q1 | $2.7M | Hold |
23,139
| – | – | 2.55% | 9 |
|
|
2023
Q4 | $2.66M | Buy |
+23,139
| New | +$2.66M | 2.74% | 8 |
|