Divergent Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-157,377
| Closed | -$19.7M | – | 22 |
|
|
2022
Q1 | $19.7M | Buy |
157,377
+7,440
| +5% | +$931K | 12.61% | 4 |
|
|
2021
Q4 | $20.2M | Buy |
149,937
+8,562
| +6% | +$1.15M | 14.76% | 3 |
|
|
2021
Q3 | $18.9M | Buy |
141,375
+1,653
| +1% | +$221K | 15.26% | 3 |
|
|
2021
Q2 | $19M | Buy |
139,722
+64,163
| +85% | +$8.71M | 15.38% | 3 |
|
|
2021
Q1 | $10.2M | Buy |
75,559
+596
| +0.8% | +$80.2K | 8.67% | 5 |
|
|
2020
Q4 | $9.13M | Buy |
+74,963
| New | +$9.13M | 8.75% | 5 |
|