CWA
Constellation Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $2.61M | Sell |
28,821
-478
| -2% | -$43.4K | 0.29% | 48 |
|
|
2015
Q2 | $2.99M | Buy |
29,299
+7,146
| +32% | +$728K | 0.25% | 73 |
|
|
2015
Q1 | $2.2M | Buy |
22,153
+2,003
| +10% | +$199K | 0.19% | 83 |
|
|
2014
Q4 | $1.92M | Buy |
20,150
+4,484
| +29% | +$427K | 0.16% | 84 |
|
|
2014
Q3 | $1.6M | Sell |
15,666
-276
| -2% | -$28.2K | 0.15% | 90 |
|
|
2014
Q2 | $1.77M | Buy |
15,942
+2,925
| +22% | +$325K | 0.2% | 89 |
|
|
2014
Q1 | $1.39M | Buy |
13,017
+931
| +8% | +$99.5K | 0.14% | 117 |
|
|
2013
Q4 | $1.24M | Buy |
12,086
+9,276
| +330% | +$955K | 0.12% | 131 |
|
|
2013
Q3 | $279K | Buy |
+2,810
| New | +$279K | 0.03% | 176 |
|