Fullen Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $228K | Hold |
2,050
| – | – | 0.12% | 56 |
|
|
2022
Q4 | $229K | Buy |
+2,050
| New | +$229K | 0.13% | 56 |
|
|
2022
Q2 | – | Sell |
-1,642
| Closed | -$203K | – | 60 |
|
|
2022
Q1 | $203K | Hold |
1,642
| – | – | 0.12% | 60 |
|
|
2021
Q4 | $220K | Buy |
1,642
+21
| +1% | +$2.81K | 0.12% | 59 |
|
|
2021
Q3 | $213K | Buy |
1,621
+5
| +0.3% | +$657 | 0.12% | 58 |
|
|
2021
Q2 | $220K | Buy |
1,616
+4
| +0.2% | +$545 | 0.13% | 59 |
|
|
2021
Q1 | $207K | Buy |
+1,612
| New | +$207K | 0.13% | 58 |
|