LGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-98
| Closed | -$11.3K | – | 717 |
|
|
2024
Q4 | $11.3K | Buy |
98
+2
| +2% | +$230 | 0.02% | 417 |
|
|
2024
Q3 | $12.1K | Hold |
96
| – | – | 0.03% | 378 |
|
|
2024
Q2 | $11.2K | Buy |
96
+1
| +1% | +$117 | 0.02% | 444 |
|
|
2024
Q1 | $11.1K | Hold |
95
| – | – | 0.01% | 477 |
|
|
2023
Q4 | $10.9K | Buy |
95
+2
| +2% | +$230 | 0.01% | 467 |
|
|
2023
Q3 | $9.91K | Buy |
+93
| New | +$9.91K | 0.01% | 481 |
|