Avantax Advisory Services’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 | $1.05M | Sell |
7,828
-61
| -0.8% | -$8.2K | 0.01% | 1143 |
|
|
2025
Q1 | $912K | Buy |
7,889
+767
| +11% | +$88.7K | 0.01% | 1147 |
|
|
2024
Q4 | $815K | Buy |
7,122
+2,086
| +41% | +$239K | 0.01% | 1142 |
|
|
2024
Q3 | $634K | Buy |
5,036
+1,660
| +49% | +$209K | ﹤0.01% | 1258 |
|
|
2024
Q2 | $397K | Buy |
3,376
+75
| +2% | +$8.81K | ﹤0.01% | 1519 |
|
|
2024
Q1 | $386K | Buy |
3,301
+1,475
| +81% | +$172K | ﹤0.01% | 1166 |
|
|
2023
Q4 | $210K | Buy |
+1,826
| New | +$210K | ﹤0.01% | 1454 |
|
|
2020
Q4 | – | Sell |
-7,065
| Closed | -$740K | – | 1353 |
|
|
2020
Q3 | $740K | Buy |
+7,065
| New | +$740K | 0.01% | 643 |
|