Landmark Wealth Management (New York)’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 | $3.83M | Sell |
28,491
-2,036
| -7% | -$274K | 1.63% | 17 |
|
|
2025
Q1 | $3.53M | Sell |
30,527
-70
| -0.2% | -$8.09K | 1.56% | 18 |
|
|
2024
Q4 | $3.5M | Buy |
30,597
+1,588
| +5% | +$182K | 1.55% | 20 |
|
|
2024
Q3 | $3.65M | Buy |
+29,009
| New | +$3.65M | 1.59% | 20 |
|
|
2024
Q2 | – | Sell |
-28,961
| Closed | -$3.38M | – | 74 |
|
|
2024
Q1 | $3.38M | Buy |
28,961
+804
| +3% | +$93.9K | 1.57% | 20 |
|
|
2023
Q4 | $3.24M | Buy |
28,157
+2,229
| +9% | +$256K | 1.59% | 20 |
|
|
2023
Q3 | $2.75M | Buy |
+25,928
| New | +$2.75M | 1.57% | 19 |
|
|
2023
Q2 | – | Sell |
-25,512
| Closed | -$2.79M | – | 72 |
|
|
2023
Q1 | $2.79M | Buy |
25,512
+5,165
| +25% | +$564K | 1.55% | 20 |
|
|
2022
Q4 | $2.09M | Sell |
20,347
-5
| -0% | -$514 | 1.51% | 19 |
|
|
2022
Q3 | $1.89M | Buy |
+20,352
| New | +$1.89M | 1.43% | 20 |
|
|
2022
Q2 | – | Sell |
-45,518
| Closed | -$2.84M | – | 179 |
|
|
2022
Q1 | $2.84M | Buy |
45,518
+23,762
| +109% | +$1.48M | 1.49% | 16 |
|
|
2021
Q4 | $3K | Buy |
+21,756
| New | +$3K | 1.75% | 16 |
|