JDH 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
$1.07M Sell
7,951
-90
-1% -$12.1K 0.82% 24
2025
Q1
$930K Hold
8,041
0.8% 22
2024
Q4
$921K Buy
+8,041
New +$921K 0.81% 21