DAS
Diversify Advisory Services’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 | $3.16M | Buy |
22,936
+7,521
| +49% | +$1.04M | 0.12% | 124 |
|
2025
Q1 | $1.85M | Buy |
15,415
+3,359
| +28% | +$404K | 0.12% | 127 |
|
2024
Q4 | $1.35M | Sell |
12,056
-3,611
| -23% | -$403K | 0.07% | 188 |
|
2024
Q3 | $1.91M | Sell |
15,667
-4,925
| -24% | -$601K | 0.1% | 166 |
|
2024
Q2 | $2.45M | Sell |
20,592
-17,544
| -46% | -$2.09M | 0.13% | 136 |
|
2024
Q1 | $4.46M | Buy |
+38,136
| New | +$4.46M | 0.26% | 81 |
|