FA
Fountainhead AM’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
75,695
+4,939
| +7% | +$664K | 1.48% | 19 |
|
|
2025
Q1 | $8.18M | Buy |
70,756
+32,865
| +87% | +$3.8M | 1.33% | 19 |
|
|
2024
Q4 | $4.34M | Buy |
+37,891
| New | +$4.34M | 0.79% | 23 |
|
|
2024
Q2 | – | Sell |
-2,116
| Closed | -$247K | – | 149 |
|
|
2024
Q1 | $247K | Sell |
2,116
-7,611
| -78% | -$889K | 0.06% | 112 |
|
|
2023
Q4 | $1.12M | Buy |
+9,727
| New | +$1.12M | 0.31% | 37 |
|