GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $503K | Buy |
4,370
+1
| +0% | +$115 | 0.02% | 292 |
|
|
2023
Q3 | $464K | Sell |
4,369
-98
| -2% | -$10.4K | 0.02% | 282 |
|
|
2023
Q2 | $494K | Buy |
4,467
+98
| +2% | +$10.8K | 0.02% | 272 |
|
|
2023
Q1 | $477K | Sell |
4,369
-151
| -3% | -$16.5K | 0.02% | 270 |
|
|
2022
Q4 | $465K | Sell |
4,520
-117
| -3% | -$12K | 0.02% | 269 |
|
|
2022
Q3 | $430K | Buy |
4,637
+710
| +18% | +$65.8K | 0.02% | 262 |
|
|
2022
Q2 | $405K | Buy |
+3,927
| New | +$405K | 0.02% | 273 |
|
|
2022
Q1 | – | Sell |
-3,913
| Closed | -$524K | – | 417 |
|
|
2021
Q4 | $524K | Buy |
+3,913
| New | +$524K | 0.02% | 246 |
|