CTWM
Cherry Tree Wealth Management’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 | $1.51M | Sell |
11,213
-1,047
| -9% | -$141K | 0.35% | 58 |
|
|
2025
Q1 | $1.42M | Sell |
12,260
-168
| -1% | -$19.4K | 0.34% | 56 |
|
|
2024
Q4 | $1.42M | Buy |
12,428
+709
| +6% | +$81.2K | 0.35% | 56 |
|
|
2024
Q3 | $1.48M | Sell |
11,719
-572
| -5% | -$72K | 0.35% | 55 |
|
|
2024
Q2 | $1.44M | Buy |
12,291
+910
| +8% | +$107K | 0.36% | 56 |
|
|
2024
Q1 | $1.33M | Buy |
11,381
+414
| +4% | +$48.4K | 0.33% | 58 |
|
|
2023
Q4 | $1.26M | Buy |
10,967
+289
| +3% | +$33.2K | 0.34% | 55 |
|
|
2023
Q3 | $1.13M | Sell |
10,678
-92
| -0.9% | -$9.77K | 0.33% | 53 |
|
|
2023
Q2 | $1.19M | Buy |
+10,770
| New | +$1.19M | 0.35% | 50 |
|