Elevate Wealth Advisory’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 | $1.62M | Sell |
12,090
-1,413
| -10% | -$190K | 1.16% | 23 |
|
|
2025
Q1 | $1.56M | Buy |
13,503
+163
| +1% | +$18.8K | 1.11% | 23 |
|
|
2024
Q4 | $1.53M | Sell |
13,340
-113
| -0.8% | -$12.9K | 1.15% | 21 |
|
|
2024
Q3 | $1.69M | Buy |
13,453
+51
| +0.4% | +$6.42K | 1.26% | 20 |
|
|
2024
Q2 | $1.57M | Buy |
13,402
+73
| +0.5% | +$8.58K | 1.28% | 20 |
|
|
2024
Q1 | $1.56M | Buy |
13,329
+350
| +3% | +$40.9K | 1.36% | 19 |
|
|
2023
Q4 | $1.49M | Buy |
+12,979
| New | +$1.49M | 1.37% | 22 |
|