Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
7,985
-461
| -5% | -$62K | 0.33% | 27 |
|
|
2025
Q1 | $976K | Sell |
8,446
-1,252
| -13% | -$145K | 0.33% | 25 |
|
|
2024
Q4 | $1.11M | Sell |
9,698
-524
| -5% | -$60K | 0.39% | 25 |
|
|
2024
Q3 | $1.29M | Sell |
10,222
-1,383
| -12% | -$174K | 0.46% | 24 |
|
|
2024
Q2 | $1.4M | Sell |
11,605
-709
| -6% | -$85.7K | 0.55% | 24 |
|
|
2024
Q1 | $1.44M | Sell |
12,314
-4,041
| -25% | -$472K | 0.59% | 21 |
|
|
2023
Q4 | $1.88M | Sell |
16,355
-1,281
| -7% | -$147K | 0.82% | 20 |
|
|
2023
Q3 | $1.87M | Sell |
17,636
-467
| -3% | -$49.6K | 0.96% | 20 |
|
|
2023
Q2 | $2M | Sell |
18,103
-1,706
| -9% | -$188K | 1.07% | 19 |
|
|
2023
Q1 | $2.16M | Sell |
19,809
-1,781
| -8% | -$195K | 1.29% | 18 |
|
|
2022
Q4 | $2.22M | Buy |
21,590
+2,054
| +11% | +$211K | 1.51% | 16 |
|
|
2022
Q3 | $1.81M | Buy |
19,536
+5,212
| +36% | +$484K | 1.44% | 16 |
|
|
2022
Q2 | $1.48M | Sell |
14,324
-2,030
| -12% | -$209K | 1.14% | 17 |
|
|
2022
Q1 | $2.03M | Sell |
16,354
-1,342
| -8% | -$166K | 1.53% | 15 |
|
|
2021
Q4 | $2.37M | Buy |
+17,696
| New | +$2.37M | 1.82% | 13 |
|