CFFP
Center for Financial Planning’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 | $2.02M | Buy |
14,999
+4,078
| +37% | +$548K | 0.23% | 37 |
|
|
2025
Q1 | $1.26M | Buy |
10,921
+885
| +9% | +$102K | 0.16% | 51 |
|
|
2024
Q4 | $1.15M | Sell |
10,036
-322
| -3% | -$36.9K | 0.15% | 54 |
|
|
2024
Q3 | $1.3M | Sell |
10,358
-898
| -8% | -$113K | 0.18% | 48 |
|
|
2024
Q2 | $1.32M | Buy |
11,256
+255
| +2% | +$30K | 0.19% | 48 |
|
|
2024
Q1 | $1.29M | Buy |
11,001
+255
| +2% | +$29.8K | 0.19% | 48 |
|
|
2023
Q4 | $1.24M | Buy |
10,746
+3,858
| +56% | +$444K | 0.23% | 46 |
|
|
2023
Q3 | $732K | Sell |
6,888
-937
| -12% | -$99.5K | 0.16% | 60 |
|
|
2023
Q2 | $865K | Buy |
7,825
+624
| +9% | +$68.9K | 0.18% | 56 |
|
|
2023
Q1 | $787K | Sell |
7,201
-910
| -11% | -$99.4K | 0.18% | 56 |
|
|
2022
Q4 | $834K | Sell |
8,111
-4,461
| -35% | -$459K | 0.2% | 55 |
|
|
2022
Q3 | $1.17M | Buy |
12,572
+4,572
| +57% | +$424K | 0.31% | 36 |
|
|
2022
Q2 | $826K | Sell |
8,000
-2,998
| -27% | -$310K | 0.21% | 56 |
|
|
2022
Q1 | $1.36M | Buy |
10,998
+5,661
| +106% | +$702K | 0.28% | 39 |
|
|
2021
Q4 | $715K | Sell |
5,337
-28
| -0.5% | -$3.75K | 0.15% | 68 |
|
|
2021
Q3 | $717K | Sell |
5,365
-254
| -5% | -$33.9K | 0.17% | 64 |
|
|
2021
Q2 | $767K | Sell |
5,619
-1,008
| -15% | -$138K | 0.19% | 65 |
|
|
2021
Q1 | $851K | Sell |
6,627
-301
| -4% | -$38.7K | 0.22% | 54 |
|
|
2020
Q4 | $844K | Sell |
6,928
-42
| -0.6% | -$5.12K | 0.24% | 46 |
|
|
2020
Q3 | $734K | Sell |
6,970
-517
| -7% | -$54.4K | 0.24% | 47 |
|
|
2020
Q2 | $723K | Sell |
7,487
-5,314
| -42% | -$513K | 0.25% | 46 |
|
|
2020
Q1 | $1M | Buy |
12,801
+7,464
| +140% | +$584K | 0.34% | 32 |
|
|
2019
Q4 | $593K | Buy |
+5,337
| New | +$593K | 0.15% | 65 |
|