Elevation Wealth Partners’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 | $33.4K | Buy |
249
+2
| +0.8% | +$268 | 0.01% | 274 |
|
|
2025
Q1 | $28.6K | Sell |
247
-248
| -50% | -$28.7K | 0.01% | 284 |
|
|
2024
Q4 | $56.6K | Buy |
495
+11
| +2% | +$1.26K | 0.02% | 216 |
|
|
2024
Q3 | $60.9K | Buy |
484
+2
| +0.4% | +$252 | 0.03% | 205 |
|
|
2024
Q2 | $56.6K | Buy |
482
+4
| +0.8% | +$470 | 0.03% | 206 |
|
|
2024
Q1 | $55.9K | Buy |
478
+8
| +2% | +$935 | 0.03% | 209 |
|
|
2023
Q4 | $49.9K | Hold |
470
| – | – | 0.03% | 208 |
|
|
2023
Q3 | $49.9K | Buy |
470
+3
| +0.6% | +$318 | 0.04% | 147 |
|
|
2023
Q2 | $51.6K | Buy |
467
+4
| +0.9% | +$442 | 0.04% | 149 |
|
|
2023
Q1 | $50.6K | Buy |
+463
| New | +$50.6K | 0.05% | 152 |
|