Glass Jacobson Investment Advisors’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 | $44.5K | Buy |
331
+18
| +6% | +$2.42K | 0.02% | 301 |
|
|
2025
Q1 | $35.8K | Hold |
313
| – | – | 0.01% | 423 |
|
|
2024
Q4 | $35.8K | Sell |
313
-61
| -16% | -$6.98K | 0.01% | 423 |
|
|
2024
Q3 | $47.1K | Sell |
374
-37
| -9% | -$4.66K | 0.02% | 364 |
|
|
2024
Q2 | $48.2K | Buy |
411
+1
| +0.2% | +$117 | 0.02% | 345 |
|
|
2024
Q1 | $47.9K | Sell |
410
-140
| -25% | -$16.4K | 0.02% | 353 |
|
|
2023
Q4 | $63.3K | Buy |
550
+164
| +42% | +$18.9K | 0.03% | 310 |
|
|
2023
Q3 | $41K | Buy |
386
+25
| +7% | +$2.66K | 0.02% | 340 |
|
|
2023
Q2 | $39.9K | Buy |
+361
| New | +$39.9K | 0.02% | 348 |
|
|
2022
Q4 | $17.9K | Buy |
+174
| New | +$17.9K | 0.01% | 444 |
|