Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 423 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 466 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 632 |
|
|
2019
Q2 | $58K | Hold |
553
| – | – | 0.02% | 120 |
|
|
2019
Q1 | $58K | Sell |
553
-15,879
| -97% | -$1.67M | 0.02% | 120 |
|
|
2018
Q4 | $1.56M | Buy |
+16,432
| New | +$1.56M | 0.58% | 37 |
|