Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-27,304
| Closed | -$2.64M | – | 203 |
|
|
2020
Q2 | $2.64M | Buy |
+27,304
| New | +$2.64M | 0.85% | 32 |
|
|
2020
Q1 | – | Sell |
-21,571
| Closed | -$2.4M | – | 154 |
|
|
2019
Q4 | $2.4M | Sell |
21,571
-470
| -2% | -$52.2K | 0.81% | 32 |
|
|
2019
Q3 | $2.25M | Sell |
22,041
-20,924
| -49% | -$2.13M | 0.72% | 34 |
|
|
2019
Q2 | $4.52M | Sell |
42,965
-540
| -1% | -$56.8K | 1.49% | 22 |
|
|
2019
Q1 | $4.53M | Buy |
+43,505
| New | +$4.53M | 1.44% | 20 |
|