Lion Street 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
2024
Q3
Sell
-2,026
Closed -$238K 279
2024
Q2
$238K Buy
2,026
+226
+13% +$26.6K 0.09% 232
2024
Q1
$207K Hold
1,800
0.08% 237
2023
Q4
$207K Buy
+1,800
New +$207K 0.08% 236