Everhart Financial Group’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 | $1.35M | Sell |
10,057
-2,738
| -21% | -$368K | 0.16% | 93 |
|
|
2025
Q1 | $1.48M | Buy |
12,795
+4,507
| +54% | +$521K | 0.2% | 70 |
|
|
2024
Q4 | $949K | Buy |
8,288
+1,631
| +25% | +$187K | 0.2% | 106 |
|
|
2024
Q3 | $839K | Buy |
6,657
+803
| +14% | +$101K | 0.19% | 122 |
|
|
2024
Q2 | $688K | Sell |
5,854
-470
| -7% | -$55.2K | 0.18% | 121 |
|
|
2024
Q1 | $739K | Buy |
6,324
+543
| +9% | +$63.4K | 0.22% | 99 |
|
|
2023
Q4 | $665K | Buy |
5,781
+151
| +3% | +$17.4K | 0.24% | 88 |
|
|
2023
Q3 | $595K | Buy |
5,630
+308
| +6% | +$32.6K | 0.25% | 82 |
|
|
2023
Q2 | $576K | Buy |
5,322
+764
| +17% | +$82.7K | 0.24% | 83 |
|
|
2023
Q1 | $495K | Buy |
4,558
+1,872
| +70% | +$203K | 0.22% | 89 |
|
|
2022
Q4 | $274K | Buy |
2,686
+398
| +17% | +$40.6K | 0.14% | 134 |
|
|
2022
Q3 | $212K | Buy |
+2,288
| New | +$212K | 0.12% | 178 |
|
|
2022
Q2 | – | Sell |
-1,683
| Closed | -$208K | – | 197 |
|
|
2022
Q1 | $208K | Sell |
1,683
-157
| -9% | -$19.4K | 0.12% | 126 |
|
|
2021
Q4 | $247K | Sell |
1,840
-644
| -26% | -$86.5K | 0.15% | 99 |
|
|
2021
Q3 | $332K | Buy |
2,484
+226
| +10% | +$30.2K | 0.23% | 77 |
|
|
2021
Q2 | $308K | Buy |
2,258
+296
| +15% | +$40.4K | 0.21% | 74 |
|
|
2021
Q1 | $252K | Buy |
1,962
+6
| +0.3% | +$771 | 0.22% | 66 |
|
|
2020
Q4 | $238K | Buy |
+1,956
| New | +$238K | 0.22% | 64 |
|