Life Planning Partners’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 | $1.16M | Sell |
8,631
-2,506
| -23% | -$337K | 0.92% | 28 |
|
|
2025
Q1 | $1.29M | Sell |
11,137
-185
| -2% | -$21.4K | 1.17% | 21 |
|
|
2024
Q4 | $1.3M | Sell |
11,322
-85
| -0.7% | -$9.73K | 1.2% | 19 |
|
|
2024
Q3 | $1.44M | Hold |
11,407
| – | – | 1.28% | 20 |
|
|
2024
Q2 | $1.34M | Sell |
11,407
-523
| -4% | -$61.4K | 1.22% | 21 |
|
|
2024
Q1 | $1.39M | Sell |
11,930
-518
| -4% | -$60.5K | 1.39% | 19 |
|
|
2023
Q4 | $1.43M | Buy |
+12,448
| New | +$1.43M | 1.41% | 20 |
|
|
2022
Q3 | $1.28M | Buy |
13,772
+1,962
| +17% | +$182K | 1.46% | 19 |
|
|
2022
Q2 | $1.22M | Buy |
11,810
+1,897
| +19% | +$196K | 1.37% | 20 |
|
|
2022
Q1 | $1.23M | Buy |
9,913
+1,748
| +21% | +$217K | 1.25% | 21 |
|
|
2021
Q4 | $1.09M | Buy |
+8,165
| New | +$1.09M | 1.1% | 22 |
|