GWM
Guardian 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 | – | Sell |
-270
| Closed | -$31.2K | – | 212 |
|
|
2025
Q1 | $31.2K | Buy |
270
+12
| +5% | +$1.39K | 0.02% | 125 |
|
|
2024
Q4 | $29.5K | Buy |
258
+1
| +0.4% | +$115 | 0.02% | 135 |
|
|
2024
Q3 | $32.4K | Buy |
257
+11
| +4% | +$1.39K | 0.02% | 130 |
|
|
2024
Q2 | $28.9K | Hold |
246
| – | – | 0.02% | 127 |
|
|
2024
Q1 | $28.7K | Hold |
246
| – | – | 0.02% | 127 |
|
|
2023
Q4 | $28.3K | Buy |
246
+1
| +0.4% | +$115 | 0.02% | 126 |
|
|
2023
Q3 | $26K | Buy |
245
+1
| +0.4% | +$106 | 0.02% | 127 |
|
|
2023
Q2 | $27K | Hold |
244
| – | – | 0.02% | 128 |
|
|
2023
Q1 | $26.6K | Buy |
244
+19
| +8% | +$2.07K | 0.03% | 130 |
|
|
2022
Q4 | $23.1K | Buy |
225
+185
| +463% | +$19K | 0.02% | 137 |
|
|
2022
Q3 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 199 |
|