EWM
Evergreen Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
4,734
-81
| -2% | -$10.9K | 0.36% | 48 |
|
|
2025
Q1 | $557K | Sell |
4,815
-4,987
| -51% | -$576K | 0.33% | 48 |
|
|
2024
Q4 | $1.12M | Sell |
9,802
-560
| -5% | -$64.1K | 0.66% | 44 |
|
|
2024
Q3 | $1.31M | Buy |
10,362
+539
| +5% | +$67.9K | 0.79% | 41 |
|
|
2024
Q2 | $1.15M | Hold |
9,823
| – | – | 0.76% | 43 |
|
|
2024
Q1 | $1.15M | Hold |
9,823
| – | – | 0.78% | 43 |
|
|
2023
Q4 | $1.13M | Buy |
9,823
+423
| +5% | +$48.7K | 0.83% | 43 |
|
|
2023
Q3 | $998K | Buy |
9,400
+225
| +2% | +$23.9K | 0.79% | 45 |
|
|
2023
Q2 | $1.01M | Buy |
9,175
+1,900
| +26% | +$210K | 0.79% | 40 |
|
|
2023
Q1 | $795K | Buy |
7,275
+463
| +7% | +$50.6K | 0.71% | 43 |
|
|
2022
Q4 | $700K | Buy |
+6,812
| New | +$700K | 0.64% | 45 |
|