IWS
Integrity Wealth Solutions’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 | $2.17M | Sell |
16,124
-4,380
| -21% | -$589K | 1.06% | 32 |
|
|
2025
Q1 | $2.37M | Sell |
20,504
-426
| -2% | -$49.2K | 1.28% | 27 |
|
|
2024
Q4 | $2.4M | Buy |
20,930
+42
| +0.2% | +$4.81K | 1.34% | 25 |
|
|
2024
Q3 | $2.63M | Buy |
20,888
+530
| +3% | +$66.8K | 1.54% | 23 |
|
|
2024
Q2 | $2.39M | Buy |
20,358
+152
| +0.8% | +$17.9K | 1.56% | 22 |
|
|
2024
Q1 | $2.36M | Buy |
20,206
+214
| +1% | +$25K | 1.54% | 22 |
|
|
2023
Q4 | $2.3M | Buy |
+19,992
| New | +$2.3M | 1.59% | 21 |
|