Optimist Retirement Group’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 | $499K | Buy |
3,712
+62
| +2% | +$8.33K | 0.24% | 52 |
|
|
2025
Q1 | $422K | Sell |
3,650
-205
| -5% | -$23.7K | 0.21% | 53 |
|
|
2024
Q4 | $441K | Buy |
3,855
+35
| +0.9% | +$4.01K | 0.21% | 55 |
|
|
2024
Q3 | $481K | Buy |
3,820
+7
| +0.2% | +$882 | 0.22% | 53 |
|
|
2024
Q2 | $448K | Sell |
3,813
-272
| -7% | -$32K | 0.24% | 49 |
|
|
2024
Q1 | $477K | Buy |
4,085
+232
| +6% | +$27.1K | 0.25% | 48 |
|
|
2023
Q4 | $443K | Buy |
+3,853
| New | +$443K | 0.29% | 46 |
|