Arkadios Wealth Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-123
| Closed | -$16K | – | 1752 |
|
|
2021
Q3 | $16K | Buy |
123
+46
| +60% | +$5.98K | ﹤0.01% | 1300 |
|
|
2021
Q2 | $10K | Buy |
77
+14
| +22% | +$1.82K | ﹤0.01% | 1551 |
|
|
2021
Q1 | $8K | Hold |
63
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q4 | $7K | Buy |
63
+1
| +2% | +$111 | ﹤0.01% | 1051 |
|
|
2020
Q3 | $6.67K | Hold |
62
| – | – | ﹤0.01% | 806 |
|
|
2020
Q2 | $6.21K | Hold |
62
| – | – | ﹤0.01% | 747 |
|
|
2020
Q1 | $4.85K | Hold |
62
| – | – | ﹤0.01% | 791 |
|
|
2019
Q4 | $6.82K | Buy |
+62
| New | +$6.82K | ﹤0.01% | 655 |
|