Holistic Planning’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Holistic Planning’s Portfolio VSS Stock Details VSS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$216K	Sell
2025 Q4	$213K	Buy
2024 Q3	–	Sell
2024 Q2	$212K	Hold
2024 Q1	$212K	Sell
2023 Q4	$231K	Buy