CPA
Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-500
| Closed | -$53K | – | 149 |
|
|
2019
Q3 | $53K | Hold |
500
| – | – | 0.02% | 148 |
|
|
2019
Q2 | $53K | Buy |
+500
| New | +$53K | 0.03% | 186 |
|
|
2018
Q3 | – | Sell |
-521
| Closed | -$60K | – | 432 |
|
|
2018
Q2 | $60K | Hold |
521
| – | – | 0.04% | 234 |
|
|
2018
Q1 | $62K | Sell |
521
-110
| -17% | -$13.1K | 0.05% | 225 |
|
|
2017
Q4 | $75K | Sell |
631
-50
| -7% | -$5.94K | 0.06% | 209 |
|
|
2017
Q3 | $78K | Hold |
681
| – | – | 0.06% | 205 |
|
|
2017
Q2 | $74K | Buy |
681
+21
| +3% | +$2.28K | 0.06% | 196 |
|
|
2017
Q1 | $68K | Hold |
660
| – | – | 0.05% | 192 |
|
|
2016
Q4 | $62K | Buy |
+660
| New | +$62K | 0.04% | 188 |
|