Destiny 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 | $242K | Hold |
1,801
| – | – | 0.03% | 171 |
|
|
2025
Q1 | $208K | Hold |
1,801
| – | – | 0.03% | 157 |
|
|
2024
Q4 | $206K | Hold |
1,801
| – | – | 0.03% | 163 |
|
|
2024
Q3 | $227K | Hold |
1,801
| – | – | 0.04% | 152 |
|
|
2024
Q2 | $212K | Hold |
1,801
| – | – | 0.04% | 152 |
|
|
2024
Q1 | $210K | Hold |
1,801
| – | – | 0.04% | 152 |
|
|
2023
Q4 | $203K | Buy |
+1,801
| New | +$203K | 0.04% | 155 |
|
|
2023
Q3 | – | Sell |
-1,801
| Closed | -$206K | – | 176 |
|
|
2023
Q2 | $206K | Buy |
+1,801
| New | +$206K | 0.04% | 160 |
|
|
2023
Q1 | – | Sell |
-1,801
| Closed | -$185K | – | 641 |
|
|
2022
Q4 | $185K | Hold |
1,801
| – | – | 0.04% | 184 |
|
|
2022
Q3 | $167K | Hold |
1,801
| – | – | 0.04% | 190 |
|
|
2022
Q2 | $186K | Hold |
1,801
| – | – | 0.04% | 195 |
|
|
2022
Q1 | $223K | Sell |
1,801
-22
| -1% | -$2.72K | 0.04% | 151 |
|
|
2021
Q4 | $244K | Buy |
1,823
+22
| +1% | +$2.95K | 0.05% | 156 |
|
|
2021
Q3 | $241K | Sell |
1,801
-146
| -7% | -$19.5K | 0.05% | 151 |
|
|
2021
Q2 | $266K | Buy |
1,947
+1,801
| +1,234% | +$246K | 0.05% | 166 |
|
|
2021
Q1 | $19K | Buy |
+146
| New | +$19K | ﹤0.01% | 370 |
|