Financial Perspectives’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 | $39.7K | Buy |
296
+121
| +69% | +$16.2K | 0.01% | 332 |
|
|
2025
Q1 | $20.2K | Hold |
175
| – | – | 0.01% | 412 |
|
|
2024
Q4 | $20K | Hold |
175
| – | – | 0.01% | 407 |
|
|
2024
Q3 | $22K | Hold |
175
| – | – | 0.01% | 377 |
|
|
2024
Q2 | $20.6K | Hold |
175
| – | – | 0.01% | 376 |
|
|
2024
Q1 | $20.4K | Hold |
175
| – | – | 0.01% | 375 |
|
|
2023
Q4 | $20.1K | Hold |
175
| – | – | 0.01% | 376 |
|
|
2023
Q3 | $18.6K | Hold |
175
| – | – | 0.01% | 367 |
|
|
2023
Q2 | $19.3K | Hold |
175
| – | – | 0.01% | 368 |
|
|
2023
Q1 | $19.1K | Hold |
175
| – | – | 0.01% | 361 |
|
|
2022
Q4 | $18K | Hold |
175
| – | – | 0.01% | 371 |
|
|
2022
Q3 | $16.2K | Hold |
175
| – | – | 0.01% | 375 |
|
|
2022
Q2 | $18.1K | Hold |
175
| – | – | 0.01% | 365 |
|
|
2022
Q1 | $21.7K | Hold |
175
| – | – | 0.01% | 359 |
|
|
2021
Q4 | $23.4K | Hold |
175
| – | – | 0.01% | 339 |
|
|
2021
Q3 | $23.4K | Hold |
175
| – | – | 0.01% | 338 |
|
|
2021
Q2 | $23.9K | Sell |
175
-22,290
| -99% | -$3.04M | 0.01% | 359 |
|
|
2021
Q1 | $175K | Buy |
22,465
+22,290
| +12,737% | +$174K | 0.01% | 416 |
|
|
2020
Q4 | $21.3K | Hold |
175
| – | – | 0.01% | 325 |
|
|
2020
Q3 | $18.4K | Hold |
175
| – | – | 0.01% | 302 |
|
|
2020
Q2 | $16.9K | Hold |
175
| – | – | 0.01% | 302 |
|
|
2020
Q1 | $13.7K | Hold |
175
| – | – | 0.01% | 287 |
|
|
2019
Q4 | $19.4K | Buy |
+175
| New | +$19.4K | 0.01% | 263 |
|