Lutz Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,813
| Closed | -$313K | – | 70 |
|
|
2019
Q4 | $313K | Buy |
2,813
+53
| +2% | +$5.9K | 0.06% | 65 |
|
|
2019
Q3 | $281K | Buy |
2,760
+16
| +0.6% | +$1.63K | 0.05% | 64 |
|
|
2019
Q2 | $289K | Buy |
2,744
+22
| +0.8% | +$2.32K | 0.06% | 62 |
|
|
2019
Q1 | $283K | Buy |
2,722
+1
| +0% | +$104 | 0.06% | 57 |
|
|
2018
Q4 | $258K | Buy |
+2,721
| New | +$258K | 0.06% | 60 |
|