High Net Worth Advisory Group’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
Q1 | – | Sell |
-588
| Closed | -$60.5K | – | 568 |
|
|
2022
Q4 | $60.5K | Sell |
588
-28
| -5% | -$2.88K | 0.02% | 294 |
|
|
2022
Q3 | $57K | Sell |
616
-242
| -28% | -$22.4K | 0.02% | 306 |
|
|
2022
Q2 | $89K | Buy |
858
+85
| +11% | +$8.82K | 0.04% | 254 |
|
|
2022
Q1 | $96K | Hold |
773
| – | – | 0.03% | 256 |
|
|
2021
Q4 | $104K | Buy |
+773
| New | +$104K | 0.04% | 251 |
|