Jackson Thornton Wealth Management’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 | $855K | Sell |
6,362
-72
| -1% | -$9.67K | 0.1% | 39 |
|
|
2025
Q1 | $746K | Buy |
6,434
+1,410
| +28% | +$164K | 0.1% | 41 |
|
|
2024
Q4 | $575K | Buy |
5,024
+28
| +0.6% | +$3.21K | 0.07% | 48 |
|
|
2024
Q3 | $629K | Sell |
4,996
-627
| -11% | -$79K | 0.08% | 38 |
|
|
2024
Q2 | $661K | Buy |
5,623
+14
| +0.2% | +$1.65K | 0.1% | 34 |
|
|
2024
Q1 | $655K | Buy |
5,609
+267
| +5% | +$31.2K | 0.11% | 27 |
|
|
2023
Q4 | $614K | Sell |
5,342
-88
| -2% | -$10.1K | 0.11% | 26 |
|
|
2023
Q3 | $577K | Buy |
5,430
+10
| +0.2% | +$1.06K | 0.12% | 22 |
|
|
2023
Q2 | $599K | Sell |
5,420
-103
| -2% | -$11.4K | 0.12% | 21 |
|
|
2023
Q1 | $603K | Buy |
5,523
+53
| +1% | +$5.79K | 0.14% | 20 |
|
|
2022
Q4 | $562K | Sell |
5,470
-325
| -6% | -$33.4K | 0.13% | 18 |
|
|
2022
Q3 | $538K | Sell |
5,795
-546
| -9% | -$50.7K | 0.15% | 19 |
|
|
2022
Q2 | $655K | Buy |
6,341
+1,394
| +28% | +$144K | 0.19% | 14 |
|
|
2022
Q1 | $613K | Hold |
4,947
| – | – | 0.16% | 13 |
|
|
2021
Q4 | $663K | Buy |
+4,947
| New | +$663K | 0.19% | 10 |
|