Axiom Advisory’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
2024
Q3
$343M Buy
2,848,958
+147,952
+5% +$17.8M 3.21% 7
2024
Q2
$317M Buy
2,701,006
+2,658,146
+6,202% +$312M 3.45% 7
2024
Q1
$5.01M Buy
42,860
+730
+2% +$85.3K 3.69% 7
2023
Q4
$4.85M Buy
42,130
+823
+2% +$94.7K 3.9% 7
2023
Q3
$4.39M Buy
41,307
+685
+2% +$72.7K 3.95% 7
2023
Q2
$4.49M Buy
40,622
+1,027
+3% +$113K 3.97% 7
2023
Q1
$4.35M Buy
39,595
+122
+0.3% +$13.4K 4.16% 7
2022
Q4
$4.06M Buy
39,473
+1,048
+3% +$108K 4.29% 7
2022
Q3
$3.56M Buy
38,425
+5,427
+16% +$503K 4.24% 7
2022
Q2
$3.41M Sell
32,998
-4,100
-11% -$424K 3.78% 6
2022
Q1
$4.6M Buy
37,098
+1,249
+3% +$155K 3.82% 7
2021
Q4
$4.81M Buy
+35,849
New +$4.81M 3.95% 7