Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $10.9K | Buy |
106
+53
| +100% | +$5.45K | ﹤0.01% | 763 |
|
|
2022
Q3 | $5K | Sell |
53
-13
| -20% | -$1.23K | ﹤0.01% | 766 |
|
|
2022
Q2 | $6.81K | Hold |
66
| – | – | ﹤0.01% | 724 |
|
|
2022
Q1 | $8K | Buy |
+66
| New | +$8K | ﹤0.01% | 743 |
|
|
2021
Q3 | $8K | Sell |
61
-44
| -42% | -$5.77K | ﹤0.01% | 685 |
|
|
2021
Q2 | $14K | Buy |
105
+53
| +102% | +$7.07K | 0.01% | 621 |
|
|
2021
Q1 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 617 |
|