Mills Wealth Advisors’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
2023
Q2
Sell
-3,855
Closed -$421K 49
2023
Q1
$421K Sell
3,855
-2,266
-37% -$247K 0.34% 32
2022
Q4
$630K Buy
+6,121
New +$630K 0.57% 35