MFT
Moisand Fitzgerald Tamayo’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 | $344K | Sell |
2,556
-144
| -5% | -$19.4K | 0.04% | 89 |
|
|
2025
Q1 | $312K | Hold |
2,700
| – | – | 0.04% | 92 |
|
|
2024
Q4 | $309K | Sell |
2,700
-34
| -1% | -$3.89K | 0.04% | 89 |
|
|
2024
Q3 | $344K | Sell |
2,734
-97
| -3% | -$12.2K | 0.05% | 85 |
|
|
2024
Q2 | $333K | Sell |
2,831
-138
| -5% | -$16.2K | 0.05% | 84 |
|
|
2024
Q1 | $347K | Sell |
2,969
-69
| -2% | -$8.06K | 0.05% | 81 |
|
|
2023
Q4 | $349K | Sell |
3,038
-336
| -10% | -$38.7K | 0.06% | 81 |
|
|
2023
Q3 | $358K | Sell |
3,374
-61
| -2% | -$6.48K | 0.08% | 75 |
|
|
2023
Q2 | $379K | Sell |
3,435
-438
| -11% | -$48.4K | 0.08% | 76 |
|
|
2023
Q1 | $423K | Sell |
3,873
-71
| -2% | -$7.76K | 0.09% | 73 |
|
|
2022
Q4 | $405K | Sell |
3,944
-525
| -12% | -$54K | 0.09% | 75 |
|
|
2022
Q3 | $415K | Sell |
4,469
-365
| -8% | -$33.9K | 0.11% | 69 |
|
|
2022
Q2 | $499K | Buy |
4,834
+2,843
| +143% | +$293K | 0.13% | 67 |
|
|
2022
Q1 | $247K | Sell |
1,991
-2,919
| -59% | -$362K | 0.11% | 68 |
|
|
2021
Q4 | $658K | Sell |
4,910
-492
| -9% | -$65.9K | 0.19% | 58 |
|
|
2021
Q3 | $722K | Sell |
5,402
-60
| -1% | -$8.02K | 0.24% | 58 |
|
|
2021
Q2 | $745K | Sell |
5,462
-12
| -0.2% | -$1.64K | 0.27% | 51 |
|
|
2021
Q1 | $703K | Sell |
5,474
-150
| -3% | -$19.3K | 0.3% | 50 |
|
|
2020
Q4 | $685K | Sell |
5,624
-745
| -12% | -$90.7K | 0.31% | 48 |
|
|
2020
Q3 | $671K | Sell |
6,369
-103
| -2% | -$10.9K | 0.35% | 45 |
|
|
2020
Q2 | $625K | Buy |
6,472
+1,191
| +23% | +$115K | 0.34% | 45 |
|
|
2020
Q1 | $413K | Sell |
5,281
-191
| -3% | -$14.9K | 0.27% | 49 |
|
|
2019
Q4 | $608K | Sell |
5,472
-33
| -0.6% | -$3.67K | 0.31% | 50 |
|
|
2019
Q3 | $561K | Sell |
5,505
-140
| -2% | -$14.3K | 0.3% | 50 |
|
|
2019
Q2 | $594K | Sell |
5,645
-49
| -0.9% | -$5.16K | 0.32% | 47 |
|
|
2019
Q1 | $593K | Sell |
5,694
-1,676
| -23% | -$175K | 0.33% | 46 |
|
|
2018
Q4 | $698K | Buy |
7,370
+686
| +10% | +$65K | 0.44% | 36 |
|
|
2018
Q3 | $750K | Sell |
6,684
-127
| -2% | -$14.3K | 0.42% | 36 |
|
|
2018
Q2 | $786K | Sell |
6,811
-228
| -3% | -$26.3K | 0.46% | 36 |
|
|
2018
Q1 | $839K | Sell |
7,039
-7,797
| -53% | -$929K | 0.5% | 34 |
|
|
2017
Q4 | $1.77M | Buy |
14,836
+95
| +0.6% | +$11.3K | 1.03% | 23 |
|
|
2017
Q3 | $1.69M | Sell |
14,741
-111
| -0.7% | -$12.8K | 1.03% | 23 |
|
|
2017
Q2 | $1.61M | Sell |
14,852
-176
| -1% | -$19K | 1.09% | 23 |
|
|
2017
Q1 | $1.54M | Sell |
15,028
-384
| -2% | -$39.4K | 1.09% | 23 |
|
|
2016
Q4 | $1.45M | Buy |
15,412
+1,141
| +8% | +$107K | 1.08% | 25 |
|
|
2016
Q3 | $1.42M | Buy |
14,271
+194
| +1% | +$19.3K | 1.08% | 24 |
|
|
2016
Q2 | $1.31M | Buy |
14,077
+289
| +2% | +$26.9K | 1.07% | 25 |
|
|
2016
Q1 | $1.29M | Buy |
13,788
+1,790
| +15% | +$167K | 1.04% | 25 |
|
|
2015
Q4 | $1.11M | Buy |
+11,998
| New | +$1.11M | 0.96% | 26 |
|