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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.21M Sell
2025
Q2
$1.16M Sell
2025
Q1
$1.29M Sell
2024
Q4
$1.3M Sell
2024
Q3
$1.44M Hold
2024
Q2
$1.34M Sell
2024
Q1
$1.39M Sell
2023
Q4
$1.43M Buy
2022
Q3
$1.28M Buy
2022
Q2
$1.22M Buy
2022
Q1
$1.23M Buy
2021
Q4
$1.09M Buy