Cassady Schiller Wealth Management’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
Q4 | $1.72K | Hold |
15
| – | – | ﹤0.01% | 617 |
|
|
2024
Q3 | $1.89K | Hold |
15
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $1.76K | Hold |
15
| – | – | ﹤0.01% | 403 |
|
|
2024
Q1 | $1.75K | Hold |
15
| – | – | ﹤0.01% | 425 |
|
|
2023
Q4 | $1.73K | Hold |
15
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $1.59K | Hold |
15
| – | – | ﹤0.01% | 414 |
|
|
2023
Q2 | $1.66K | Hold |
15
| – | – | ﹤0.01% | 424 |
|
|
2023
Q1 | $1.64K | Hold |
15
| – | – | ﹤0.01% | 403 |
|
|
2022
Q4 | $1.54K | Buy |
+15
| New | +$1.54K | ﹤0.01% | 422 |
|
|
2022
Q1 | – | Sell |
-15
| Closed | -$2K | – | 587 |
|
|
2021
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 411 |
|