FWM
FSA Wealth Management’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 | $64.8K | Buy |
483
+3
| +0.6% | +$403 | 0.03% | 128 |
|
|
2025
Q1 | $55.5K | Hold |
480
| – | – | 0.02% | 143 |
|
|
2024
Q4 | $54.9K | Buy |
480
+10
| +2% | +$1.14K | 0.02% | 144 |
|
|
2024
Q3 | $59.2K | Buy |
+470
| New | +$59.2K | 0.02% | 139 |
|
|
2024
Q1 | $54.3K | Hold |
464
| – | – | 0.02% | 142 |
|
|
2023
Q4 | $53K | Buy |
+464
| New | +$53K | 0.03% | 136 |
|
|
2021
Q1 | – | Sell |
-1,157
| Closed | -$141K | – | 233 |
|
|
2020
Q4 | $141K | Buy |
+1,157
| New | +$141K | 0.07% | 68 |
|
|
2020
Q3 | – | Sell |
-1,813
| Closed | -$175K | – | 354 |
|
|
2020
Q2 | $175K | Sell |
1,813
-1,536
| -46% | -$148K | 0.12% | 56 |
|
|
2020
Q1 | $262K | Sell |
3,349
-533
| -14% | -$41.7K | 0.22% | 33 |
|
|
2019
Q4 | $431K | Buy |
+3,882
| New | +$431K | 0.3% | 26 |
|