JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-172
| Closed | -$19K | – | 612 |
|
|
2019
Q4 | $19K | Hold |
172
| – | – | ﹤0.01% | 355 |
|
|
2019
Q3 | $18K | Hold |
172
| – | – | ﹤0.01% | 346 |
|
|
2019
Q2 | $18K | Hold |
172
| – | – | ﹤0.01% | 361 |
|
|
2019
Q1 | $18K | Hold |
172
| – | – | ﹤0.01% | 339 |
|
|
2018
Q4 | $16K | Buy |
172
+144
| +514% | +$13.4K | ﹤0.01% | 330 |
|
|
2018
Q3 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 444 |
|
|
2016
Q4 | – | Sell |
-115
| Closed | -$11K | – | 1333 |
|
|
2016
Q3 | $11K | Buy |
+115
| New | +$11K | ﹤0.01% | 997 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$9K | – | 544 |
|
|
2015
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 364 |
|