Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $35K | Hold |
284
| – | – | ﹤0.01% | 286 |
|
|
2021
Q4 | $38K | Hold |
284
| – | – | ﹤0.01% | 297 |
|
|
2021
Q3 | $38K | Hold |
284
| – | – | ﹤0.01% | 274 |
|
|
2021
Q2 | $39K | Hold |
284
| – | – | 0.01% | 268 |
|
|
2021
Q1 | $36K | Buy |
284
+51
| +22% | +$6.47K | ﹤0.01% | 232 |
|
|
2020
Q4 | $28K | Hold |
233
| – | – | ﹤0.01% | 264 |
|
|
2020
Q3 | $25K | Buy |
+233
| New | +$25K | ﹤0.01% | 255 |
|