Landmark Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-3,444
| Closed | -$351K | – | 68 |
|
2019
Q3 | $351K | Sell |
3,444
-140
| -4% | -$14.3K | 0.22% | 43 |
|
2019
Q2 | $377K | Buy |
3,584
+650
| +22% | +$68.4K | 0.23% | 39 |
|
2019
Q1 | $305K | Buy |
2,934
+77
| +3% | +$8K | 0.2% | 46 |
|
2018
Q4 | $270K | Hold |
2,857
| – | – | 0.18% | 49 |
|
2018
Q3 | $320K | Buy |
+2,857
| New | +$320K | 0.19% | 49 |
|