LWA
LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.73M | Buy |
58,545
+4,733
| +9% | +$544K | 2.53% | 16 |
|
|
2023
Q3 | $5.72M | Buy |
53,812
+636
| +1% | +$67.5K | 2.5% | 17 |
|
|
2023
Q2 | $5.88M | Sell |
53,176
-132
| -0.2% | -$14.6K | 2.48% | 17 |
|
|
2023
Q1 | $5.82M | Buy |
53,308
+1,240
| +2% | +$135K | 2.39% | 18 |
|
|
2022
Q4 | $5.35M | Buy |
52,068
+764
| +1% | +$78.5K | 2.24% | 18 |
|
|
2022
Q3 | $4.76M | Buy |
51,304
+1,805
| +4% | +$168K | 1.82% | 20 |
|
|
2022
Q2 | $5.11M | Buy |
49,499
+2,334
| +5% | +$241K | 2.41% | 15 |
|
|
2022
Q1 | $5.84M | Buy |
47,165
+1,527
| +3% | +$189K | 2.49% | 17 |
|
|
2021
Q4 | $6.11M | Buy |
45,638
+1,864
| +4% | +$250K | 2.5% | 18 |
|
|
2021
Q3 | $5.85M | Buy |
43,774
+1,397
| +3% | +$187K | 2.57% | 18 |
|
|
2021
Q2 | $5.78M | Buy |
42,377
+3,365
| +9% | +$459K | 2.57% | 17 |
|
|
2021
Q1 | $5.01M | Buy |
39,012
+1,283
| +3% | +$165K | 2.27% | 17 |
|
|
2020
Q4 | $4.6M | Buy |
37,729
+1,145
| +3% | +$140K | 2.07% | 18 |
|
|
2020
Q3 | $3.85M | Sell |
36,584
-1,951
| -5% | -$205K | 1.89% | 18 |
|
|
2020
Q2 | $3.72M | Buy |
38,535
+3,715
| +11% | +$359K | 1.95% | 17 |
|
|
2020
Q1 | $2.73M | Sell |
34,820
-856
| -2% | -$67K | 1.77% | 15 |
|
|
2019
Q4 | $3.96M | Buy |
+35,676
| New | +$3.96M | 2.04% | 14 |
|