OGF
Orin Green Financial’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,568
| Closed | -$200K | – | 68 |
|
2021
Q4 | $200K | Hold |
1,568
| – | – | 0.14% | 58 |
|
2021
Q3 | $210K | Sell |
1,568
-320
| -17% | -$42.9K | 0.15% | 66 |
|
2021
Q2 | $258K | Hold |
1,888
| – | – | 0.18% | 59 |
|
2021
Q1 | $242K | Sell |
1,888
-66
| -3% | -$8.46K | 0.2% | 57 |
|
2020
Q4 | $238K | Buy |
+1,954
| New | +$238K | 0.19% | 59 |
|