Kingsview 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 | $1.64M | Buy |
12,235
+1,117
| +10% | +$150K | 0.03% | 468 |
|
|
2025
Q1 | $1.29M | Buy |
11,118
+453
| +4% | +$52.4K | 0.02% | 481 |
|
|
2024
Q4 | $1.22M | Buy |
10,665
+1,693
| +19% | +$194K | 0.02% | 502 |
|
|
2024
Q3 | $1.13M | Buy |
8,972
+3,835
| +75% | +$483K | 0.02% | 503 |
|
|
2024
Q2 | $604K | Buy |
5,137
+202
| +4% | +$23.7K | 0.01% | 632 |
|
|
2024
Q1 | $577K | Buy |
4,935
+449
| +10% | +$52.5K | 0.01% | 630 |
|
|
2023
Q4 | $516K | Sell |
4,486
-2,049
| -31% | -$236K | 0.02% | 624 |
|
|
2023
Q3 | $694K | Buy |
6,535
+3,100
| +90% | +$329K | 0.02% | 534 |
|
|
2023
Q2 | $380K | Sell |
3,435
-105
| -3% | -$11.6K | 0.01% | 664 |
|
|
2023
Q1 | $387K | Sell |
3,540
-294
| -8% | -$32.1K | 0.02% | 643 |
|
|
2022
Q4 | $394K | Buy |
3,834
+928
| +32% | +$95.4K | 0.02% | 583 |
|
|
2022
Q3 | $270K | Buy |
2,906
+84
| +3% | +$7.81K | 0.01% | 669 |
|
|
2022
Q2 | $291K | Sell |
2,822
-5
| -0.2% | -$516 | 0.01% | 670 |
|
|
2022
Q1 | $350K | Buy |
2,827
+39
| +1% | +$4.83K | 0.02% | 657 |
|
|
2021
Q4 | $373K | Buy |
2,788
+98
| +4% | +$13.1K | 0.02% | 647 |
|
|
2021
Q3 | $360K | Sell |
2,690
-87
| -3% | -$11.6K | 0.02% | 631 |
|
|
2021
Q2 | $379K | Sell |
2,777
-87
| -3% | -$11.9K | 0.02% | 635 |
|
|
2021
Q1 | $374K | Sell |
2,864
-5,050
| -64% | -$659K | 0.02% | 584 |
|
|
2020
Q4 | $964K | Buy |
7,914
+5,162
| +188% | +$629K | 0.07% | 286 |
|
|
2020
Q3 | $290K | Sell |
2,752
-134
| -5% | -$14.1K | 0.03% | 483 |
|
|
2020
Q2 | $279K | Sell |
2,886
-50
| -2% | -$4.83K | 0.03% | 456 |
|
|
2020
Q1 | $230K | Buy |
+2,936
| New | +$230K | 0.03% | 407 |
|