IFP Advisors’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 | $149K | Sell |
1,109
-97
| -8% | -$13K | ﹤0.01% | 1418 |
|
|
2025
Q1 | $140K | Buy |
1,206
+191
| +19% | +$22.1K | ﹤0.01% | 1344 |
|
|
2024
Q4 | $116K | Buy |
1,015
+782
| +336% | +$89.6K | ﹤0.01% | 1395 |
|
|
2024
Q3 | $29.3K | Buy |
233
+83
| +55% | +$10.5K | ﹤0.01% | 1977 |
|
|
2024
Q2 | $17.6K | Buy |
150
+10
| +7% | +$1.18K | ﹤0.01% | 2137 |
|
|
2024
Q1 | $16.4K | Hold |
140
| – | – | ﹤0.01% | 2067 |
|
|
2023
Q4 | $16.1K | Sell |
140
-343
| -71% | -$39.5K | ﹤0.01% | 2001 |
|
|
2023
Q3 | $51.3K | Buy |
483
+106
| +28% | +$11.3K | ﹤0.01% | 1542 |
|
|
2023
Q2 | $41.7K | Sell |
377
-117
| -24% | -$12.9K | ﹤0.01% | 1689 |
|
|
2023
Q1 | $59.4K | Sell |
494
-860
| -64% | -$103K | ﹤0.01% | 1492 |
|
|
2022
Q4 | $165K | Sell |
1,354
-542
| -29% | -$66K | ﹤0.01% | 1452 |
|
|
2022
Q3 | $232K | Sell |
1,896
-12
| -0.6% | -$1.47K | 0.01% | 1328 |
|
|
2022
Q2 | $232K | Hold |
1,908
| – | – | 0.01% | 1204 |
|
|
2022
Q1 | $232K | Buy |
1,908
+1,283
| +205% | +$156K | 0.01% | 1204 |
|
|
2021
Q4 | $84K | Buy |
625
+171
| +38% | +$23K | ﹤0.01% | 1322 |
|
|
2021
Q3 | $62K | Buy |
454
+79
| +21% | +$10.8K | ﹤0.01% | 1454 |
|
|
2021
Q2 | $52K | Buy |
375
+244
| +186% | +$33.8K | ﹤0.01% | 1508 |
|
|
2021
Q1 | $18K | Buy |
131
+29
| +28% | +$3.99K | ﹤0.01% | 1887 |
|
|
2020
Q4 | $12K | Sell |
102
-13
| -11% | -$1.53K | ﹤0.01% | 2007 |
|
|
2020
Q3 | $12K | Hold |
115
| – | – | ﹤0.01% | 1846 |
|
|
2020
Q2 | $11K | Sell |
115
-101
| -47% | -$9.66K | ﹤0.01% | 1789 |
|
|
2020
Q1 | $18K | Buy |
216
+9
| +4% | +$750 | ﹤0.01% | 1537 |
|
|
2019
Q4 | $23K | Buy |
207
+87
| +73% | +$9.67K | ﹤0.01% | 1570 |
|
|
2019
Q3 | $12K | Buy |
+120
| New | +$12K | ﹤0.01% | 2000 |
|
|
2019
Q1 | $26K | Sell |
247
-499
| -67% | -$52.5K | ﹤0.01% | 1233 |
|
|
2018
Q4 | $70K | Sell |
746
-2,097
| -74% | -$197K | ﹤0.01% | 1396 |
|
|
2018
Q3 | $319K | Buy |
2,843
+114
| +4% | +$12.8K | 0.01% | 856 |
|
|
2018
Q2 | $315K | Sell |
2,729
-461
| -14% | -$53.2K | 0.01% | 856 |
|
|
2018
Q1 | $380K | Hold |
3,190
| – | – | 0.02% | 730 |
|
|
2017
Q4 | $380K | Sell |
3,190
-156
| -5% | -$18.6K | 0.02% | 726 |
|
|
2017
Q3 | $385K | Sell |
3,346
-1,154
| -26% | -$133K | 0.02% | 800 |
|
|
2017
Q2 | $487K | Sell |
4,500
-365
| -8% | -$39.5K | 0.02% | 692 |
|
|
2017
Q1 | $499K | Sell |
4,865
-290
| -6% | -$29.7K | 0.02% | 682 |
|
|
2016
Q4 | $485K | Sell |
5,155
-607
| -11% | -$57.1K | 0.02% | 627 |
|
|
2016
Q3 | $573K | Sell |
5,762
-1,189
| -17% | -$118K | 0.03% | 511 |
|
|
2016
Q2 | $647K | Buy |
6,951
+6,704
| +2,714% | +$624K | 0.04% | 463 |
|
|
2016
Q1 | $26K | Sell |
247
-1,175
| -83% | -$124K | ﹤0.01% | 1233 |
|
|
2015
Q4 | $132K | Buy |
+1,422
| New | +$132K | 0.01% | 1022 |
|