Evoke Wealth’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 | $206K | Buy |
+1,532
| New | +$206K | ﹤0.01% | 546 |
|
2022
Q4 | – | Sell |
-696
| Closed | -$65K | – | 1126 |
|
2022
Q3 | $65K | Hold |
696
| – | – | ﹤0.01% | 480 |
|
2022
Q2 | $72K | Hold |
696
| – | – | ﹤0.01% | 457 |
|
2022
Q1 | $86K | Buy |
696
+601
| +633% | +$74.3K | ﹤0.01% | 452 |
|
2021
Q4 | $13K | Buy |
95
+2
| +2% | +$274 | ﹤0.01% | 752 |
|
2021
Q3 | $12K | Buy |
+93
| New | +$12K | ﹤0.01% | 722 |
|
2021
Q2 | – | Sell |
-300
| Closed | -$39K | – | 1237 |
|
2021
Q1 | $39K | Buy |
+300
| New | +$39K | ﹤0.01% | 482 |
|