Holistic Planning’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
2024 Q3	–	Sell	-1,816	Closed	-$212K	–	166
2024 Q2	$212K	Hold	1,816	–	–	0.16%	109
2024 Q1	$212K	Sell	1,816 -195	-10%	-$22.8K	0.16%	110
2023 Q4	$231K	Buy	+2,011	New	+$231K	0.19%	105