MWM
Maltin 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 | $7.05M | Buy |
52,470
+1,103
| +2% | +$148K | 3.17% | 4 |
|
|
2025
Q1 | $5.94M | Buy |
51,367
+2,007
| +4% | +$232K | 2.79% | 6 |
|
|
2024
Q4 | $5.65M | Buy |
49,360
+1,311
| +3% | +$150K | 2.78% | 6 |
|
|
2024
Q3 | $6.05M | Buy |
48,049
+787
| +2% | +$99.1K | 2.95% | 5 |
|
|
2024
Q2 | $5.55M | Buy |
47,262
+3,246
| +7% | +$381K | 2.98% | 4 |
|
|
2024
Q1 | $5.14M | Buy |
44,016
+2,627
| +6% | +$307K | 2.89% | 5 |
|
|
2023
Q4 | $4.76M | Buy |
41,389
+1,274
| +3% | +$147K | 3.03% | 3 |
|
|
2023
Q3 | $4.26M | Buy |
40,115
+513
| +1% | +$54.5K | 2.98% | 4 |
|
|
2023
Q2 | $4.38M | Buy |
39,602
+519
| +1% | +$57.3K | 3.09% | 6 |
|
|
2023
Q1 | $4.27M | Buy |
39,083
+492
| +1% | +$53.7K | 3.08% | 3 |
|
|
2022
Q4 | $3.97M | Buy |
38,591
+376
| +1% | +$38.7K | 2.89% | 6 |
|
|
2022
Q3 | $3.55M | Buy |
38,215
+1,834
| +5% | +$170K | 2.8% | 5 |
|
|
2022
Q2 | $3.76M | Buy |
36,381
+441
| +1% | +$45.5K | 2.71% | 5 |
|
|
2022
Q1 | $4.45M | Buy |
35,940
+215
| +0.6% | +$26.6K | 2.94% | 5 |
|
|
2021
Q4 | $4.79M | Buy |
35,725
+1,609
| +5% | +$216K | 2.88% | 7 |
|
|
2021
Q3 | $4.56M | Buy |
34,116
+503
| +1% | +$67.2K | 2.8% | 8 |
|
|
2021
Q2 | $4.59M | Buy |
33,613
+1,440
| +4% | +$197K | 2.79% | 8 |
|
|
2021
Q1 | $4.13M | Buy |
32,173
+3,476
| +12% | +$446K | 2.68% | 9 |
|
|
2020
Q4 | $3.5M | Buy |
28,697
+397
| +1% | +$48.4K | 2.45% | 10 |
|
|
2020
Q3 | $2.98M | Buy |
28,300
+5,276
| +23% | +$556K | 2.12% | 14 |
|
|
2020
Q2 | $2.23M | Buy |
23,024
+41
| +0.2% | +$3.96K | 1.68% | 15 |
|
|
2020
Q1 | $1.8M | Buy |
+22,983
| New | +$1.8M | 1.53% | 21 |
|