Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.7K | Buy |
199
+8
| +4% | +$1.08K | ﹤0.01% | 429 |
|
|
2025
Q1 | $22.1K | Sell |
191
-22
| -10% | -$2.54K | ﹤0.01% | 424 |
|
|
2024
Q4 | $24.4K | Buy |
213
+100
| +88% | +$11.4K | ﹤0.01% | 428 |
|
|
2024
Q3 | $14.2K | Buy |
+113
| New | +$14.2K | ﹤0.01% | 514 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$1K | – | 1110 |
|
|
2021
Q1 | $1K | Sell |
5
-39
| -89% | -$7.8K | ﹤0.01% | 970 |
|
|
2020
Q4 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 425 |
|