Avant Financial 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
2025
Q2
$243K Hold
1,810
0.2% 61
2025
Q1
$209K Sell
1,810
-130
-7% -$15K 0.19% 62
2024
Q4
$222K Buy
+1,940
New +$222K 0.2% 61