Golden State Wealth Management’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 | $60.2K | Sell |
448
-5
| -1% | -$672 | 0.01% | 608 |
|
|
2025
Q1 | $52.4K | Hold |
453
| – | – | 0.01% | 584 |
|
|
2024
Q4 | $51.9K | Buy |
+453
| New | +$51.9K | 0.01% | 571 |
|
|
2020
Q2 | – | Sell |
-718
| Closed | -$56K | – | 887 |
|
|
2020
Q1 | $56K | Buy |
+718
| New | +$56K | 0.02% | 345 |
|
|
2019
Q4 | – | Sell |
-684
| Closed | -$70K | – | 922 |
|
|
2019
Q3 | $70K | Sell |
684
-218
| -24% | -$22.3K | 0.02% | 369 |
|
|
2019
Q2 | $94K | Buy |
902
+5
| +0.6% | +$521 | 0.03% | 342 |
|
|
2019
Q1 | $93K | Buy |
+897
| New | +$93K | 0.03% | 333 |
|