MAM
McLean Asset 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 | $1.38M | Sell |
10,222
-626
| -6% | -$84.3K | 0.36% | 38 |
|
|
2025
Q1 | $1.13M | Sell |
10,848
-4,602
| -30% | -$480K | 0.37% | 39 |
|
|
2024
Q4 | $1.77M | Buy |
15,450
+3,620
| +31% | +$414K | 0.53% | 31 |
|
|
2024
Q3 | $1.48M | Sell |
11,830
-1,019
| -8% | -$128K | 0.45% | 35 |
|
|
2024
Q2 | $1.55M | Buy |
12,849
+257
| +2% | +$30.9K | 0.5% | 33 |
|
|
2024
Q1 | $1.48M | Sell |
12,592
-513
| -4% | -$60.3K | 0.51% | 31 |
|
|
2023
Q4 | $1.48M | Buy |
13,105
+52
| +0.4% | +$5.86K | 0.55% | 26 |
|
|
2023
Q3 | $1.38M | Buy |
13,053
+102
| +0.8% | +$10.8K | 0.57% | 26 |
|
|
2023
Q2 | $1.43M | Sell |
12,951
-484
| -4% | -$53.5K | 0.56% | 27 |
|
|
2023
Q1 | $1.47M | Sell |
13,435
-1,231
| -8% | -$134K | 0.6% | 27 |
|
|
2022
Q4 | $1.51M | Sell |
14,666
-4,841
| -25% | -$498K | 0.51% | 30 |
|
|
2022
Q3 | $1.83M | Sell |
19,507
-1,446
| -7% | -$136K | 0.7% | 24 |
|
|
2022
Q2 | $2.11M | Buy |
20,953
+6,263
| +43% | +$630K | 0.84% | 19 |
|
|
2022
Q1 | $1.82M | Buy |
14,690
+871
| +6% | +$108K | 1.35% | 12 |
|
|
2021
Q4 | $1.85M | Buy |
13,819
+553
| +4% | +$73.9K | 0.71% | 17 |
|
|
2021
Q3 | $1.84M | Sell |
13,266
-282
| -2% | -$39.1K | 0.71% | 19 |
|
|
2021
Q2 | $1.84M | Sell |
13,548
-328
| -2% | -$44.5K | 0.82% | 18 |
|
|
2021
Q1 | $1.88M | Sell |
13,876
-3,303
| -19% | -$448K | 1.48% | 13 |
|
|
2020
Q4 | $2.09M | Buy |
+17,179
| New | +$2.09M | 1.84% | 13 |
|