Gries Financial’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 | $653K | Hold |
4,856
| – | – | 0.12% | 147 |
|
|
2025
Q1 | $561K | Sell |
4,856
-20
| -0.4% | -$2.31K | 0.11% | 153 |
|
|
2024
Q4 | $558K | Hold |
4,876
| – | – | 0.1% | 157 |
|
|
2024
Q3 | $614K | Hold |
4,876
| – | – | 0.11% | 152 |
|
|
2024
Q2 | $573K | Hold |
4,876
| – | – | 0.12% | 140 |
|
|
2024
Q1 | $570K | Buy |
4,876
+113
| +2% | +$13.2K | 0.1% | 160 |
|
|
2023
Q4 | $548K | Hold |
4,763
| – | – | 0.12% | 120 |
|
|
2023
Q3 | $506K | Hold |
4,763
| – | – | 0.14% | 117 |
|
|
2023
Q2 | $526K | Hold |
4,763
| – | – | 0.15% | 111 |
|
|
2023
Q1 | $520K | Hold |
4,763
| – | – | 0.15% | 114 |
|
|
2022
Q4 | $490K | Sell |
4,763
-838
| -15% | -$86.2K | 0.16% | 102 |
|
|
2022
Q3 | $520K | Hold |
5,601
| – | – | 0.22% | 95 |
|
|
2022
Q2 | $578K | Hold |
5,601
| – | – | 0.28% | 78 |
|
|
2022
Q1 | $694K | Hold |
5,601
| – | – | 0.26% | 90 |
|
|
2021
Q4 | $750K | Hold |
5,601
| – | – | 0.31% | 88 |
|
|
2021
Q3 | $749K | Hold |
5,601
| – | – | 0.24% | 96 |
|
|
2021
Q2 | $775K | Hold |
5,601
| – | – | 0.25% | 89 |
|
|
2021
Q1 | $738K | Buy |
+5,601
| New | +$738K | 0.24% | 96 |
|