Estate Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,875
| Closed | -$250K | – | 189 |
|
|
2021
Q3 | $250K | Sell |
1,875
-500
| -21% | -$66.7K | 0.03% | 127 |
|
|
2021
Q2 | $324K | Buy |
2,375
+975
| +70% | +$133K | 0.04% | 124 |
|
|
2021
Q1 | $180K | Hold |
1,400
| – | – | 0.03% | 130 |
|
|
2020
Q4 | $171K | Sell |
1,400
-1,550
| -53% | -$189K | 0.03% | 103 |
|
|
2020
Q3 | $311K | Sell |
2,950
-10
| -0.3% | -$1.05K | 0.05% | 113 |
|
|
2020
Q2 | $285K | Sell |
2,960
-490
| -14% | -$47.2K | 0.05% | 118 |
|
|
2020
Q1 | $270K | Buy |
+3,450
| New | +$270K | 0.04% | 120 |
|
|
2018
Q3 | – | Sell |
-2,000
| Closed | -$231K | – | 68 |
|
|
2018
Q2 | $231K | Hold |
2,000
| – | – | 0.04% | 63 |
|
|
2018
Q1 | $238K | Buy |
+2,000
| New | +$238K | 0.04% | 68 |
|