Integrated Investment Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,544
| Closed | -$376K | – | 243 |
|
|
2023
Q3 | $376K | Hold |
3,544
| – | – | 0.14% | 130 |
|
|
2023
Q2 | $392K | Sell |
3,544
-683
| -16% | -$75.5K | 0.12% | 150 |
|
|
2023
Q1 | $462K | Hold |
4,227
| – | – | 0.15% | 119 |
|
|
2022
Q4 | $435K | Buy |
+4,227
| New | +$435K | 0.15% | 105 |
|
|
2018
Q2 | – | Sell |
-512
| Closed | -$61K | – | 687 |
|
|
2018
Q1 | $61K | Buy |
+512
| New | +$61K | 0.02% | 405 |
|