Marshall Financial Group (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,434
| Closed | -$279K | – | 241 |
|
|
2024
Q4 | $279K | Buy |
2,434
+278
| +13% | +$31.8K | 0.07% | 187 |
|
|
2024
Q3 | $272K | Buy |
2,156
+34
| +2% | +$4.28K | 0.06% | 188 |
|
|
2024
Q2 | $249K | Sell |
2,122
-251
| -11% | -$29.5K | 0.07% | 155 |
|
|
2024
Q1 | $277K | Sell |
2,373
-858
| -27% | -$100K | 0.08% | 151 |
|
|
2023
Q4 | $372K | Sell |
3,231
-139
| -4% | -$16K | 0.12% | 139 |
|
|
2023
Q3 | $358K | Buy |
3,370
+96
| +3% | +$10.2K | 0.13% | 138 |
|
|
2023
Q2 | $362K | Sell |
3,274
-630
| -16% | -$69.6K | 0.12% | 137 |
|
|
2023
Q1 | $426K | Sell |
3,904
-41
| -1% | -$4.48K | 0.15% | 135 |
|
|
2022
Q4 | $406K | Sell |
3,945
-500
| -11% | -$51.4K | 0.16% | 129 |
|
|
2022
Q3 | $413K | Sell |
4,445
-163
| -4% | -$15.1K | 0.17% | 135 |
|
|
2022
Q2 | $476K | Sell |
4,608
-1,282
| -22% | -$132K | 0.19% | 136 |
|
|
2022
Q1 | $730K | Buy |
5,890
+3,755
| +176% | +$465K | 0.3% | 126 |
|
|
2021
Q4 | $286K | Buy |
+2,135
| New | +$286K | 0.11% | 183 |
|