HWM
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HB Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

HB Wealth Management’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,373
Closed -$294K – 626
2022
Q1 		$294K Sell
2,373
-375
-14% -$46.5K 0.01% 461
2021
Q4 		$368K Buy
+2,748
New +$368K 0.01% 352