GPA
Guidance Point Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,157
| Closed | -$229K | – | 73 |
|
|
2023
Q3 | $229K | Buy |
2,157
+11
| +0.5% | +$1.17K | 0.09% | 66 |
|
|
2023
Q2 | $237K | Sell |
2,146
-432
| -17% | -$47.7K | 0.09% | 69 |
|
|
2023
Q1 | $282K | Hold |
2,578
| – | – | 0.11% | 63 |
|
|
2022
Q4 | $265K | Buy |
2,578
+46
| +2% | +$4.73K | 0.11% | 65 |
|
|
2022
Q3 | $235K | Buy |
2,532
+4
| +0.2% | +$371 | 0.11% | 74 |
|
|
2022
Q2 | $260K | Buy |
2,528
+9
| +0.4% | +$926 | 0.11% | 72 |
|
|
2022
Q1 | $312K | Hold |
2,519
| – | – | 0.12% | 72 |
|
|
2021
Q4 | $337K | Buy |
2,519
+48
| +2% | +$6.42K | 0.12% | 62 |
|
|
2021
Q3 | $330K | Buy |
2,471
+10
| +0.4% | +$1.34K | 0.12% | 64 |
|
|
2021
Q2 | $335K | Buy |
2,461
+10
| +0.4% | +$1.36K | 0.13% | 66 |
|
|
2021
Q1 | $314K | Hold |
2,451
| – | – | 0.13% | 68 |
|
|
2020
Q4 | $298K | Buy |
2,451
+62
| +3% | +$7.54K | 0.14% | 62 |
|
|
2020
Q3 | $251K | Buy |
2,389
+60
| +3% | +$6.3K | 0.14% | 64 |
|
|
2020
Q2 | $225K | Buy |
+2,329
| New | +$225K | 0.13% | 65 |
|