IAG Wealth Partners’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 | $786K | Buy |
5,847
+177
| +3% | +$23.8K | 0.1% | 72 |
|
|
2025
Q1 | $655K | Buy |
5,670
+102
| +2% | +$11.8K | 0.1% | 70 |
|
|
2024
Q4 | $637K | Sell |
5,568
-55
| -1% | -$6.3K | 0.11% | 64 |
|
|
2024
Q3 | $708K | Hold |
5,623
| – | – | 0.13% | 61 |
|
|
2024
Q2 | $661K | Sell |
5,623
-114
| -2% | -$13.4K | 0.13% | 57 |
|
|
2024
Q1 | $670K | Sell |
5,737
-772
| -12% | -$90.2K | 0.14% | 56 |
|
|
2023
Q4 | $749K | Sell |
6,509
-884
| -12% | -$102K | 0.17% | 53 |
|
|
2023
Q3 | $785K | Sell |
7,393
-35
| -0.5% | -$3.72K | 0.22% | 45 |
|
|
2023
Q2 | $821K | Sell |
7,428
-847
| -10% | -$93.6K | 0.22% | 45 |
|
|
2023
Q1 | $904K | Sell |
8,275
-137
| -2% | -$15K | 0.25% | 42 |
|
|
2022
Q4 | $865K | Sell |
8,412
-1,575
| -16% | -$162K | 0.25% | 44 |
|
|
2022
Q3 | $927K | Sell |
9,987
-829
| -8% | -$76.9K | 0.31% | 42 |
|
|
2022
Q2 | $1.12M | Sell |
10,816
-92
| -0.8% | -$9.49K | 0.37% | 37 |
|
|
2022
Q1 | $1.35M | Sell |
10,908
-93
| -0.8% | -$11.5K | 0.43% | 34 |
|
|
2021
Q4 | $1.47M | Sell |
11,001
-219
| -2% | -$29.3K | 0.47% | 32 |
|
|
2021
Q3 | $1.5M | Sell |
11,220
-66
| -0.6% | -$8.83K | 0.53% | 29 |
|
|
2021
Q2 | $1.54M | Buy |
11,286
+58
| +0.5% | +$7.91K | 0.55% | 26 |
|
|
2021
Q1 | $1.44M | Buy |
11,228
+422
| +4% | +$54.2K | 0.55% | 27 |
|
|
2020
Q4 | $1.32M | Sell |
10,806
-824
| -7% | -$100K | 0.54% | 27 |
|
|
2020
Q3 | $1.23M | Buy |
11,630
+695
| +6% | +$73.2K | 0.57% | 27 |
|
|
2020
Q2 | $1.06M | Buy |
10,935
+2,381
| +28% | +$230K | 0.51% | 29 |
|
|
2020
Q1 | $670K | Buy |
8,554
+8,186
| +2,224% | +$641K | 0.45% | 31 |
|
|
2019
Q4 | $41K | Buy |
+368
| New | +$41K | 0.03% | 120 |
|