ORG Partners’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 | $242K | Sell |
1,804
-142
| -7% | -$19.1K | 0.05% | 285 |
|
|
2025
Q1 | $225K | Buy |
1,946
+78
| +4% | +$9.02K | 0.06% | 252 |
|
|
2024
Q4 | $214K | Buy |
1,868
+127
| +7% | +$14.5K | 0.03% | 312 |
|
|
2024
Q3 | $219K | Sell |
1,741
-2,046
| -54% | -$258K | 0.04% | 270 |
|
|
2024
Q2 | $445K | Buy |
+3,787
| New | +$445K | 0.06% | 264 |
|
|
2024
Q1 | – | Sell |
-4
| Closed | -$475 | – | 1121 |
|
|
2023
Q4 | $475 | Buy |
+4
| New | +$475 | ﹤0.01% | 1047 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$449 | – | 1618 |
|
|
2023
Q2 | $449 | Buy |
+4
| New | +$449 | ﹤0.01% | 1285 |
|