CWA
Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
25,733
-142
| -0.5% | -$19.1K | 0.89% | 16 |
|
|
2025
Q1 | $2.99M | Buy |
25,875
+123
| +0.5% | +$14.2K | 0.83% | 16 |
|
|
2024
Q4 | $2.95M | Buy |
25,752
+1,538
| +6% | +$176K | 0.81% | 15 |
|
|
2024
Q3 | $3.05M | Buy |
24,214
+886
| +4% | +$112K | 0.85% | 16 |
|
|
2024
Q2 | $2.74M | Buy |
23,328
+570
| +3% | +$67K | 0.82% | 18 |
|
|
2024
Q1 | $2.66M | Buy |
22,758
+1,019
| +5% | +$119K | 0.82% | 18 |
|
|
2023
Q4 | $2.5M | Buy |
21,739
+4,229
| +24% | +$486K | 0.81% | 18 |
|
|
2023
Q3 | $1.86M | Buy |
17,510
+4,057
| +30% | +$431K | 0.66% | 21 |
|
|
2023
Q2 | $1.49M | Buy |
13,453
+1,340
| +11% | +$148K | 0.51% | 24 |
|
|
2023
Q1 | $1.32M | Buy |
12,113
+284
| +2% | +$31K | 0.48% | 23 |
|
|
2022
Q4 | $1.22M | Sell |
11,829
-2,312
| -16% | -$238K | 0.47% | 24 |
|
|
2022
Q3 | $1.31M | Sell |
14,141
-1,981
| -12% | -$184K | 0.52% | 21 |
|
|
2022
Q2 | $1.66M | Buy |
16,122
+721
| +5% | +$74.4K | 0.64% | 21 |
|
|
2022
Q1 | $1.91M | Buy |
15,401
+648
| +4% | +$80.3K | 0.66% | 19 |
|
|
2021
Q4 | $1.98M | Buy |
14,753
+499
| +4% | +$66.8K | 0.66% | 19 |
|
|
2021
Q3 | $1.91M | Buy |
14,254
+80
| +0.6% | +$10.7K | 0.67% | 20 |
|
|
2021
Q2 | $1.94M | Buy |
14,174
+239
| +2% | +$32.6K | 0.68% | 20 |
|
|
2021
Q1 | $1.79M | Buy |
+13,935
| New | +$1.79M | 0.68% | 20 |
|