ORG Wealth 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	$366K	Sell	2,729 -109	-4%	-$14.6K	0.09%	136
2025 Q1	$329K	Buy	2,838 +139	+5%	+$16.1K	0.1%	151
2024 Q4	$309K	Buy	2,699 +648	+32%	+$74.2K	0.1%	97
2024 Q3	$258K	Buy	+2,051	New	+$258K	0.09%	103