Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-59
| Closed | -$6.93K | – | 751 |
|
|
2024
Q2 | $6.93K | Hold |
59
| – | – | ﹤0.01% | 460 |
|
|
2024
Q1 | $6.84K | Hold |
59
| – | – | ﹤0.01% | 467 |
|
|
2023
Q4 | $6.73K | Buy |
59
+3
| +5% | +$342 | ﹤0.01% | 439 |
|
|
2023
Q3 | $6K | Hold |
56
| – | – | ﹤0.01% | 436 |
|
|
2023
Q2 | $6.21K | Buy |
56
+52
| +1,300% | +$5.77K | ﹤0.01% | 421 |
|
|
2023
Q1 | $404 | Sell |
4
-44
| -92% | -$4.44K | ﹤0.01% | 641 |
|
|
2022
Q4 | $4.92K | Buy |
48
+42
| +700% | +$4.3K | ﹤0.01% | 404 |
|
|
2022
Q3 | $558 | Buy |
+6
| New | +$558 | ﹤0.01% | 605 |
|