IFWM
Institute for Wealth Management’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 | $1.14M | Sell |
8,457
-6
| -0.1% | -$806 | 0.13% | 170 |
|
|
2025
Q1 | $978K | Buy |
8,463
+5,366
| +173% | +$620K | 0.13% | 186 |
|
|
2024
Q4 | $355K | Buy |
3,097
+6
| +0.2% | +$687 | 0.04% | 363 |
|
|
2024
Q3 | $389K | Buy |
+3,091
| New | +$389K | 0.05% | 352 |
|
|
2020
Q1 | – | Sell |
-688
| Closed | -$76K | – | 666 |
|
|
2019
Q4 | $76K | Buy |
+688
| New | +$76K | 0.02% | 489 |
|
|
2018
Q3 | – | Sell |
-13,736
| Closed | -$1.59M | – | 215 |
|
|
2018
Q2 | $1.59M | Buy |
13,736
+5,394
| +65% | +$624K | 0.51% | 63 |
|
|
2018
Q1 | $993K | Sell |
8,342
-5,080
| -38% | -$605K | 0.29% | 127 |
|
|
2017
Q4 | $1.61M | Buy |
13,422
+8,052
| +150% | +$968K | 0.37% | 82 |
|
|
2017
Q3 | $617K | Sell |
5,370
-1,399
| -21% | -$161K | 0.2% | 162 |
|
|
2017
Q2 | $732K | Buy |
+6,769
| New | +$732K | 0.2% | 165 |
|