MWM
Moran Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,805
| Closed | -$212K | – | 422 |
|
|
2024
Q2 | $212K | Sell |
1,805
-4,041
| -69% | -$475K | 0.01% | 381 |
|
|
2024
Q1 | $683K | Buy |
5,846
+1,423
| +32% | +$166K | 0.02% | 315 |
|
|
2023
Q4 | $509K | Buy |
4,423
+293
| +7% | +$33.7K | 0.02% | 337 |
|
|
2023
Q3 | $439K | Buy |
4,130
+753
| +22% | +$80K | 0.02% | 314 |
|
|
2023
Q2 | $373K | Buy |
3,377
+480
| +17% | +$53K | 0.01% | 325 |
|
|
2023
Q1 | $316K | Buy |
+2,897
| New | +$316K | 0.01% | 326 |
|