Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-60
| Closed | -$5K | – | 102 |
|
|
2020
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 95 |
|
|
2019
Q4 | $6K | Buy |
60
+2
| +3% | +$200 | ﹤0.01% | 98 |
|
|
2019
Q3 | $6K | Sell |
58
-3,182
| -98% | -$329K | ﹤0.01% | 110 |
|
|
2019
Q2 | $130K | Buy |
3,240
+3,183
| +5,584% | +$128K | 0.02% | 83 |
|
|
2019
Q1 | $6K | Hold |
57
| – | – | ﹤0.01% | 110 |
|
|
2018
Q4 | $5K | Buy |
57
+1
| +2% | +$88 | ﹤0.01% | 69 |
|
|
2018
Q3 | $6K | Sell |
56
-58
| -51% | -$6.21K | ﹤0.01% | 61 |
|
|
2018
Q2 | $13K | Sell |
114
-41
| -26% | -$4.68K | ﹤0.01% | 57 |
|
|
2018
Q1 | $18K | Buy |
+155
| New | +$18K | ﹤0.01% | 55 |
|