Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,625
| Closed | -$993K | – | 833 |
|
|
2022
Q2 | $993K | Sell |
9,625
-344
| -3% | -$35.5K | 0.08% | 273 |
|
|
2022
Q1 | $1.24M | Buy |
+9,969
| New | +$1.24M | 0.08% | 261 |
|
|
2021
Q4 | – | Sell |
-3,088
| Closed | -$413K | – | 813 |
|
|
2021
Q3 | $413K | Buy |
+3,088
| New | +$413K | 0.03% | 517 |
|
|
2018
Q1 | – | Sell |
-2,025
| Closed | -$241K | – | 540 |
|
|
2017
Q4 | $241K | Buy |
+2,025
| New | +$241K | 0.03% | 409 |
|