Optimist Retirement Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Optimist Retirement Group’s Portfolio VSS Stock Details VSS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$531K	Buy
2025 Q2	$499K	Buy
2025 Q1	$422K	Sell
2024 Q4	$441K	Buy
2024 Q3	$481K	Buy
2024 Q2	$448K	Sell
2024 Q1	$477K	Buy
2023 Q4	$443K	Buy