Horizon Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.29M | Sell |
24,490
-900
| -4% | -$121K | 1.75% | 15 |
|
2025
Q1 | $2.94M | Sell |
25,390
-4,316
| -15% | -$499K | 1.64% | 18 |
|
2024
Q4 | $3.4M | Sell |
29,706
-576
| -2% | -$65.9K | 1.91% | 15 |
|
2024
Q3 | $3.81M | Buy |
30,282
+1,673
| +6% | +$211K | 2.27% | 14 |
|
2024
Q2 | $3.36M | Buy |
28,609
+899
| +3% | +$106K | 2.12% | 14 |
|
2024
Q1 | $3.24M | Buy |
+27,710
| New | +$3.24M | 2.08% | 14 |
|