DWM
Diversify Wealth Management’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 | $7.83M | Buy |
56,782
+2,668
| +5% | +$368K | 0.48% | 42 |
|
|
2025
Q1 | $6.51M | Buy |
54,114
+7,385
| +16% | +$889K | 0.48% | 46 |
|
|
2024
Q4 | $5.21M | Buy |
46,729
+6,743
| +17% | +$752K | 0.41% | 61 |
|
|
2024
Q3 | $4.85M | Buy |
39,986
+7,966
| +25% | +$965K | 0.47% | 51 |
|
|
2024
Q2 | $3.62M | Buy |
+32,020
| New | +$3.62M | 0.45% | 48 |
|