MGW
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MB Generational Wealth’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

MB Generational Wealth’s Portfolio VSS Stock Details VSS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,744
Closed -$322K – 60
2024
Q2 		$322K Sell
2,744
-1,303
-32% -$153K 0.25% 35
2024
Q1 		$331K Buy
4,047
+1,251
+45% +$102K 0.26% 34
2023
Q4 		$322K Buy
+2,796
New +$322K 0.3% 33