Family Wealth Partners’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 | $2.51M | Sell |
18,704
-1,045
| -5% | -$140K | 1.01% | 23 |
|
|
2025
Q1 | $2.28M | Buy |
19,749
+27
| +0.1% | +$3.12K | 1.04% | 24 |
|
|
2024
Q4 | $2.26M | Buy |
19,722
+686
| +4% | +$78.5K | 1.07% | 23 |
|
|
2024
Q3 | $2.4M | Sell |
19,036
-136
| -0.7% | -$17.1K | 1.23% | 23 |
|
|
2024
Q2 | $2.25M | Buy |
19,172
+1,017
| +6% | +$119K | 1.17% | 23 |
|
|
2024
Q1 | $2.12M | Sell |
18,155
-1,768
| -9% | -$207K | 1.2% | 23 |
|
|
2023
Q4 | $2.29M | Buy |
+19,923
| New | +$2.29M | 1.77% | 23 |
|