DSA
Droms Strauss Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,990
| Closed | -$500K | – | 64 |
|
2022
Q1 | $500K | Hold |
3,990
| – | – | 0.25% | 28 |
|
2021
Q4 | $534K | Hold |
3,990
| – | – | 0.24% | 33 |
|
2021
Q3 | $533K | Hold |
3,990
| – | – | 0.26% | 31 |
|
2021
Q2 | $546K | Buy |
3,990
+55
| +1% | +$7.53K | 0.26% | 30 |
|
2021
Q1 | $505K | Sell |
3,935
-56
| -1% | -$7.19K | 0.25% | 32 |
|
2020
Q4 | $486K | Buy |
3,991
+56
| +1% | +$6.82K | 0.28% | 27 |
|
2020
Q3 | $414K | Hold |
3,935
| – | – | 0.24% | 32 |
|
2020
Q2 | $380K | Sell |
3,935
-3,328
| -46% | -$321K | 0.26% | 27 |
|
2020
Q1 | $568K | Buy |
+7,263
| New | +$568K | 0.47% | 25 |
|