LFA
Level Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
15,721
-2,253
| -13% | -$303K | 0.66% | 32 |
|
|
2025
Q1 | $2.08M | Sell |
17,974
-1,300
| -7% | -$150K | 0.71% | 30 |
|
|
2024
Q4 | $2.21M | Sell |
19,274
-2,176
| -10% | -$249K | 0.81% | 29 |
|
|
2024
Q3 | $2.7M | Sell |
21,450
-1,041
| -5% | -$131K | 1.03% | 23 |
|
|
2024
Q2 | $2.64M | Sell |
22,491
-1,704
| -7% | -$200K | 1.15% | 21 |
|
|
2024
Q1 | $2.83M | Sell |
24,195
-2,630
| -10% | -$307K | 1.28% | 21 |
|
|
2023
Q4 | $3.09M | Buy |
26,825
+1,195
| +5% | +$137K | 1.53% | 16 |
|
|
2023
Q3 | $2.72M | Buy |
25,630
+699
| +3% | +$74.2K | 1.52% | 16 |
|
|
2023
Q2 | $2.75M | Buy |
24,931
+709
| +3% | +$78.3K | 1.54% | 15 |
|
|
2023
Q1 | $2.65M | Buy |
24,222
+2,399
| +11% | +$262K | 1.59% | 16 |
|
|
2022
Q4 | $2.24M | Buy |
21,823
+1,821
| +9% | +$187K | 1.47% | 15 |
|
|
2022
Q3 | $1.86M | Buy |
20,002
+1,717
| +9% | +$159K | 1.37% | 17 |
|
|
2022
Q2 | $1.89M | Buy |
18,285
+278
| +2% | +$28.7K | 1.39% | 16 |
|
|
2022
Q1 | $2.23M | Buy |
18,007
+1,272
| +8% | +$158K | 1.72% | 15 |
|
|
2021
Q4 | $2.24M | Buy |
+16,735
| New | +$2.24M | 1.71% | 14 |
|