EWM
Evermay 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 | $20.2K | Hold |
150
| – | – | ﹤0.01% | 389 |
|
|
2025
Q1 | $17.3K | Hold |
150
| – | – | ﹤0.01% | 401 |
|
|
2024
Q4 | $17.2K | Hold |
150
| – | – | ﹤0.01% | 390 |
|
|
2024
Q3 | $18.9K | Sell |
150
-5
| -3% | -$630 | ﹤0.01% | 400 |
|
|
2024
Q2 | $18.2K | Buy |
155
+5
| +3% | +$587 | ﹤0.01% | 410 |
|
|
2024
Q1 | $17.5K | Hold |
150
| – | – | ﹤0.01% | 422 |
|
|
2023
Q4 | $17.3K | Hold |
150
| – | – | ﹤0.01% | 399 |
|
|
2023
Q3 | $15.9K | Hold |
150
| – | – | ﹤0.01% | 390 |
|
|
2023
Q2 | $16.6K | Sell |
150
-68
| -31% | -$7.51K | ﹤0.01% | 386 |
|
|
2023
Q1 | $23.8K | Buy |
+218
| New | +$23.8K | ﹤0.01% | 357 |
|
|
2022
Q3 | – | Sell |
-85
| Closed | -$9K | – | 566 |
|
|
2022
Q2 | $9K | Buy |
+85
| New | +$9K | ﹤0.01% | 412 |
|