Foundation Wealth Management (Pennsylvania)’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
$3.16M Sell
23,535
-737
-3% -$99K 1.37% 24
2025
Q1
$2.81M Buy
24,272
+772
+3% +$89.2K 1.34% 24
2024
Q4
$2.69M Buy
+23,500
New +$2.69M 1.3% 25