OCFG
O'Connor Financial Group’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
Q1 | – | Sell |
-5,463
| Closed | -$628K | – | 57 |
|
|
2023
Q4 | $628K | Sell |
5,463
-24
| -0.4% | -$2.76K | 0.39% | 35 |
|
|
2023
Q3 | $583K | Sell |
5,487
-110
| -2% | -$11.7K | 0.4% | 35 |
|
|
2023
Q2 | $618K | Buy |
5,597
+240
| +4% | +$26.5K | 0.43% | 34 |
|
|
2023
Q1 | $585K | Buy |
+5,357
| New | +$585K | 0.44% | 35 |
|