Farther Finance Advisors’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 | $1.9M | Buy |
14,154
+11,887
| +524% | +$1.6M | 0.04% | 377 |
|
2025
Q1 | $263K | Sell |
2,267
-33
| -1% | -$3.83K | 0.01% | 1103 |
|
2024
Q4 | $263K | Sell |
2,300
-1,394
| -38% | -$160K | 0.01% | 868 |
|
2024
Q3 | $465K | Buy |
3,694
+399
| +12% | +$50.3K | 0.02% | 613 |
|
2024
Q2 | $387K | Buy |
3,295
+433
| +15% | +$50.9K | 0.02% | 579 |
|
2024
Q1 | $335K | Sell |
2,862
-1,160
| -29% | -$136K | 0.02% | 498 |
|
2023
Q4 | $463K | Buy |
4,022
+3,844
| +2,160% | +$442K | 0.03% | 367 |
|
2023
Q3 | $18.9K | Sell |
178
-127
| -42% | -$13.5K | ﹤0.01% | 1102 |
|
2023
Q2 | $33.7K | Sell |
305
-140
| -31% | -$15.5K | 0.01% | 805 |
|
2023
Q1 | $48.6K | Buy |
445
+58
| +15% | +$6.34K | 0.01% | 611 |
|
2022
Q4 | $39.8K | Buy |
+387
| New | +$39.8K | 0.02% | 540 |
|