IA
IFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
78,542
-2,430
| -3% | -$327K | 1.77% | 16 |
|
|
2025
Q1 | $9.36M | Sell |
80,972
-278
| -0.3% | -$32.1K | 1.8% | 15 |
|
|
2024
Q4 | $9.3M | Buy |
81,250
+2,584
| +3% | +$296K | 1.85% | 15 |
|
|
2024
Q3 | $9.91M | Buy |
78,666
+1,621
| +2% | +$204K | 2.12% | 13 |
|
|
2024
Q2 | $9.05M | Buy |
77,045
+1,307
| +2% | +$154K | 2.14% | 12 |
|
|
2024
Q1 | $8.85M | Sell |
75,738
-3,302
| -4% | -$386K | 2.29% | 11 |
|
|
2023
Q4 | $9.09M | Sell |
79,040
-3,024
| -4% | -$348K | 2.67% | 11 |
|
|
2023
Q3 | $8.72M | Buy |
82,064
+1,145
| +1% | +$122K | 3.1% | 11 |
|
|
2023
Q2 | $8.94M | Buy |
80,919
+2,844
| +4% | +$314K | 3.17% | 11 |
|
|
2023
Q1 | $8.53M | Sell |
78,075
-627
| -0.8% | -$68.5K | 3.36% | 10 |
|
|
2022
Q4 | $8.09M | Buy |
78,702
+7,586
| +11% | +$780K | 3.53% | 10 |
|
|
2022
Q3 | $6.6M | Buy |
71,116
+21,628
| +44% | +$2.01M | 3.34% | 10 |
|
|
2022
Q2 | $5.11M | Buy |
49,488
+13,710
| +38% | +$1.42M | 2.58% | 11 |
|
|
2022
Q1 | $4.43M | Buy |
35,778
+1,237
| +4% | +$153K | 1.96% | 11 |
|
|
2021
Q4 | $4.63M | Buy |
34,541
+2,159
| +7% | +$289K | 1.96% | 13 |
|
|
2021
Q3 | $4.33M | Buy |
32,382
+64
| +0.2% | +$8.56K | 1.98% | 13 |
|
|
2021
Q2 | $4.41M | Buy |
32,318
+79
| +0.2% | +$10.8K | 2.1% | 13 |
|
|
2021
Q1 | $4.14M | Buy |
32,239
+166
| +0.5% | +$21.3K | 2.26% | 13 |
|
|
2020
Q4 | $3.91M | Buy |
32,073
+537
| +2% | +$65.4K | 2.42% | 13 |
|
|
2020
Q3 | $3.32M | Buy |
31,536
+55
| +0.2% | +$5.79K | 2.35% | 13 |
|
|
2020
Q2 | $3.04M | Sell |
31,481
-132
| -0.4% | -$12.8K | 2.4% | 12 |
|
|
2020
Q1 | $2.47M | Sell |
31,613
-2,096
| -6% | -$164K | 2.44% | 12 |
|
|
2019
Q4 | $3.75M | Buy |
33,709
+638
| +2% | +$70.9K | 3.09% | 10 |
|
|
2019
Q3 | $3.37M | Buy |
+33,071
| New | +$3.37M | 3.14% | 11 |
|