Bedel Financial Consulting’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 | $262K | Buy |
1,952
+9
| +0.5% | +$1.21K | 0.04% | 233 |
|
|
2025
Q1 | $239K | Hold |
1,943
| – | – | 0.03% | 232 |
|
|
2024
Q4 | $227K | Buy |
1,943
+36
| +2% | +$4.2K | 0.03% | 242 |
|
|
2024
Q3 | $240K | Sell |
1,907
-4
| -0.2% | -$504 | 0.03% | 231 |
|
|
2024
Q2 | $225K | Buy |
1,911
+22
| +1% | +$2.59K | 0.03% | 230 |
|
|
2024
Q1 | $221K | Hold |
1,889
| – | – | 0.03% | 231 |
|
|
2023
Q4 | $217K | Buy |
+1,889
| New | +$217K | 0.04% | 224 |
|
|
2023
Q3 | – | Sell |
-1,834
| Closed | -$203K | – | 243 |
|
|
2023
Q2 | $203K | Buy |
+1,834
| New | +$203K | 0.04% | 231 |
|
|
2022
Q2 | – | Sell |
-1,503
| Closed | -$186K | – | 897 |
|
|
2022
Q1 | $186K | Hold |
1,503
| – | – | 0.06% | 190 |
|
|
2021
Q4 | $201K | Buy |
1,503
+28
| +2% | +$3.75K | 0.06% | 189 |
|
|
2021
Q3 | $197K | Buy |
1,475
+7
| +0.5% | +$935 | 0.07% | 185 |
|
|
2021
Q2 | $200K | Buy |
1,468
+6
| +0.4% | +$817 | 0.07% | 180 |
|
|
2021
Q1 | $188K | Hold |
1,462
| – | – | 0.07% | 179 |
|
|
2020
Q4 | $178K | Buy |
1,462
+23
| +2% | +$2.8K | 0.08% | 161 |
|
|
2020
Q3 | $152K | Buy |
1,439
+5
| +0.3% | +$528 | 0.08% | 164 |
|
|
2020
Q2 | $139K | Hold |
1,434
| – | – | 0.07% | 163 |
|
|
2020
Q1 | $112K | Sell |
1,434
-47
| -3% | -$3.67K | 0.07% | 169 |
|
|
2019
Q4 | $165K | Buy |
1,481
+27
| +2% | +$3.01K | 0.09% | 157 |
|
|
2019
Q3 | $148K | Buy |
1,454
+9
| +0.6% | +$916 | 0.09% | 165 |
|
|
2019
Q2 | $152K | Buy |
1,445
+11
| +0.8% | +$1.16K | 0.09% | 157 |
|
|
2019
Q1 | $149K | Buy |
1,434
+1
| +0.1% | +$104 | 0.1% | 156 |
|
|
2018
Q4 | $136K | Buy |
1,433
+21
| +1% | +$1.99K | 0.1% | 154 |
|
|
2018
Q3 | $150K | Buy |
1,412
+51
| +4% | +$5.42K | 0.1% | 156 |
|
|
2018
Q2 | $157K | Buy |
1,361
+9
| +0.7% | +$1.04K | 0.12% | 156 |
|
|
2018
Q1 | $161K | Buy |
+1,352
| New | +$161K | 0.12% | 152 |
|