BIA
Bell Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
11,001
+1,371
| +14% | +$184K | 0.25% | 45 |
|
|
2025
Q1 | $1.11M | Sell |
9,630
-188
| -2% | -$21.7K | 0.21% | 47 |
|
|
2024
Q4 | $1.12M | Buy |
9,818
+248
| +3% | +$28.4K | 0.21% | 47 |
|
|
2024
Q3 | $1.21M | Buy |
9,570
+6
| +0.1% | +$756 | 0.22% | 47 |
|
|
2024
Q2 | $1.12M | Sell |
9,564
-4,966
| -34% | -$583K | 0.22% | 50 |
|
|
2024
Q1 | $1.7M | Sell |
14,530
-130
| -0.9% | -$15.2K | 0.33% | 38 |
|
|
2023
Q4 | $1.69M | Buy |
14,660
+242
| +2% | +$27.8K | 0.35% | 38 |
|
|
2023
Q3 | $1.53M | Buy |
14,418
+41
| +0.3% | +$4.35K | 0.34% | 37 |
|
|
2023
Q2 | $1.59M | Buy |
14,377
+75
| +0.5% | +$8.29K | 0.35% | 35 |
|
|
2023
Q1 | $1.56M | Buy |
14,302
+270
| +2% | +$29.5K | 0.37% | 31 |
|
|
2022
Q4 | $1.44M | Buy |
14,032
+6,466
| +85% | +$665K | 0.36% | 33 |
|
|
2022
Q3 | $702K | Buy |
7,566
+5,396
| +249% | +$501K | 0.22% | 42 |
|
|
2022
Q2 | $224K | Buy |
+2,170
| New | +$224K | 0.07% | 62 |
|
|
2021
Q4 | $590K | Buy |
4,402
+1,718
| +64% | +$230K | 0.16% | 50 |
|
|
2021
Q3 | $359K | Buy |
+2,684
| New | +$359K | 0.11% | 56 |
|