CVA Family Office’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 | $266K | Hold |
1,980
| – | – | 0.04% | 246 |
|
|
2025
Q1 | $229K | Sell |
1,980
-290
| -13% | -$33.5K | 0.04% | 264 |
|
|
2024
Q4 | $260K | Sell |
2,270
-2,130
| -48% | -$244K | 0.04% | 232 |
|
|
2024
Q3 | $554K | Buy |
4,400
+1,335
| +44% | +$168K | 0.09% | 141 |
|
|
2024
Q2 | $360K | Sell |
3,065
-1,750
| -36% | -$206K | 0.06% | 170 |
|
|
2024
Q1 | $563K | Hold |
4,815
| – | – | 0.1% | 129 |
|
|
2023
Q4 | $554K | Sell |
4,815
-140
| -3% | -$16.1K | 0.11% | 121 |
|
|
2023
Q3 | $526K | Sell |
4,955
-300
| -6% | -$31.9K | 0.12% | 123 |
|
|
2023
Q2 | $581K | Hold |
5,255
| – | – | 0.12% | 119 |
|
|
2023
Q1 | $574K | Hold |
5,255
| – | – | 0.13% | 113 |
|
|
2022
Q4 | $540K | Buy |
5,255
+2,470
| +89% | +$254K | 0.13% | 108 |
|
|
2022
Q3 | $258K | Buy |
2,785
+440
| +19% | +$40.8K | 0.07% | 152 |
|
|
2022
Q2 | $242K | Sell |
2,345
-260
| -10% | -$26.8K | 0.07% | 150 |
|
|
2022
Q1 | $323K | Buy |
+2,605
| New | +$323K | 0.08% | 131 |
|