KSWA
Kathleen S. Wright Associates’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 | $2.09M | Sell |
15,584
-541
| -3% | -$72.7K | 0.82% | 29 |
|
|
2025
Q1 | $1.86M | Sell |
16,125
-718
| -4% | -$83K | 0.77% | 30 |
|
|
2024
Q4 | $1.93M | Sell |
16,843
-42
| -0.2% | -$4.81K | 0.8% | 30 |
|
|
2024
Q3 | $2.13M | Sell |
16,885
-127
| -0.7% | -$16K | 0.88% | 30 |
|
|
2024
Q2 | $2M | Sell |
17,012
-1,475
| -8% | -$173K | 0.92% | 27 |
|
|
2024
Q1 | $2.16M | Sell |
18,487
-890
| -5% | -$104K | 1.02% | 25 |
|
|
2023
Q4 | $2.23M | Sell |
19,377
-1,612
| -8% | -$185K | 1.13% | 21 |
|
|
2023
Q3 | $2.23M | Sell |
20,989
-159
| -0.8% | -$16.9K | 1.25% | 21 |
|
|
2023
Q2 | $2.34M | Buy |
21,148
+462
| +2% | +$51K | 1.49% | 18 |
|
|
2023
Q1 | $2.26M | Buy |
20,686
+30
| +0.1% | +$3.28K | 1.48% | 18 |
|
|
2022
Q4 | $2.12M | Buy |
20,656
+222
| +1% | +$22.8K | 1.44% | 19 |
|
|
2022
Q3 | $1.9M | Buy |
20,434
+8,810
| +76% | +$817K | 1.54% | 19 |
|
|
2022
Q2 | $1.2M | Buy |
11,624
+360
| +3% | +$37.2K | 1.01% | 30 |
|
|
2022
Q1 | $1.4M | Buy |
11,264
+3,430
| +44% | +$425K | 1.02% | 30 |
|
|
2021
Q4 | $1.05M | Buy |
+7,834
| New | +$1.05M | 0.77% | 33 |
|