Key Financial Inc’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 | $218K | Buy |
1,623
+130
| +9% | +$17.5K | 0.04% | 263 |
|
|
2025
Q1 | $173K | Hold |
1,493
| – | – | 0.04% | 287 |
|
|
2024
Q4 | $171K | Buy |
1,493
+4
| +0.3% | +$458 | 0.04% | 272 |
|
|
2024
Q3 | $188K | Hold |
1,489
| – | – | 0.04% | 259 |
|
|
2024
Q2 | $175K | Hold |
1,489
| – | – | 0.04% | 259 |
|
|
2024
Q1 | $174K | Hold |
1,489
| – | – | 0.04% | 245 |
|
|
2023
Q4 | $171K | Hold |
1,489
| – | – | 0.05% | 235 |
|
|
2023
Q3 | $158K | Hold |
1,489
| – | – | 0.05% | 229 |
|
|
2023
Q2 | $165K | Hold |
1,489
| – | – | 0.05% | 229 |
|
|
2023
Q1 | $163K | Buy |
1,489
+998
| +203% | +$109K | 0.06% | 227 |
|
|
2022
Q4 | $45.6K | Hold |
491
| – | – | 0.02% | 374 |
|
|
2022
Q3 | $46K | Hold |
491
| – | – | 0.02% | 378 |
|
|
2022
Q2 | $51K | Hold |
491
| – | – | 0.03% | 359 |
|
|
2022
Q1 | $61K | Buy |
491
+480
| +4,364% | +$59.6K | 0.03% | 334 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 928 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 894 |
|
|
2021
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 793 |
|
|
2021
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 754 |
|