LWM
Lodestone Wealth Management’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 | $586K | Sell |
4,360
-62
| -1% | -$8.33K | 0.29% | 85 |
|
|
2025
Q1 | $511K | Sell |
4,422
-22
| -0.5% | -$2.54K | 0.27% | 90 |
|
|
2024
Q4 | $509K | Hold |
4,444
| – | – | 0.26% | 94 |
|
|
2024
Q3 | $560K | Sell |
4,444
-625
| -12% | -$78.7K | 0.28% | 81 |
|
|
2024
Q2 | $596K | Sell |
5,069
-17,076
| -77% | -$2.01M | 0.31% | 75 |
|
|
2024
Q1 | $2.59M | Buy |
22,145
+944
| +4% | +$110K | 1.36% | 25 |
|
|
2023
Q4 | $2.44M | Buy |
21,201
+92
| +0.4% | +$10.6K | 1.41% | 21 |
|
|
2023
Q3 | $2.24M | Buy |
21,109
+2,249
| +12% | +$239K | 1.57% | 17 |
|
|
2023
Q2 | $2.08M | Buy |
18,860
+1,750
| +10% | +$193K | 1.43% | 19 |
|
|
2023
Q1 | $1.87M | Buy |
17,110
+1,497
| +10% | +$164K | 1.44% | 18 |
|
|
2022
Q4 | $1.61M | Buy |
+15,613
| New | +$1.61M | 1.29% | 28 |
|