JWM
Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $60.5K | Hold |
515
| – | – | 0.01% | 372 |
|
|
2024
Q1 | $60.2K | Hold |
515
| – | – | 0.01% | 378 |
|
|
2023
Q4 | $59.2K | Buy |
515
+70
| +16% | +$8.05K | 0.01% | 361 |
|
|
2023
Q3 | $47.3K | Hold |
445
| – | – | 0.01% | 367 |
|
|
2023
Q2 | $49.2K | Hold |
445
| – | – | 0.01% | 323 |
|
|
2023
Q1 | $49.7K | Hold |
445
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $48.6K | Sell |
445
-1
| -0.2% | -$109 | 0.01% | 324 |
|
|
2022
Q3 | $41K | Hold |
446
| – | – | 0.01% | 333 |
|
|
2022
Q2 | $49K | Hold |
446
| – | – | 0.01% | 311 |
|
|
2022
Q1 | $55K | Sell |
446
-1
| -0.2% | -$123 | 0.02% | 290 |
|
|
2021
Q4 | $60K | Hold |
447
| – | – | 0.02% | 277 |
|
|
2021
Q3 | $60K | Hold |
447
| – | – | 0.02% | 254 |
|
|
2021
Q2 | $61K | Hold |
447
| – | – | 0.02% | 220 |
|
|
2021
Q1 | $57K | Hold |
447
| – | – | 0.02% | 212 |
|
|
2020
Q4 | $54K | Hold |
447
| – | – | 0.03% | 192 |
|
|
2020
Q3 | $47K | Hold |
447
| – | – | 0.03% | 101 |
|
|
2020
Q2 | $43K | Buy |
447
+445
| +22,250% | +$42.8K | 0.02% | 89 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 166 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 168 |
|
|
2019
Q3 | $0 | Sell |
2
-5
| -71% | – | ﹤0.01% | 200 |
|
|
2019
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 184 |
|