Pacific Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-596
| Closed | -$75.1K | – | 487 |
|
|
2024
Q3 | $75.1K | Hold |
596
| – | – | 0.01% | 127 |
|
|
2024
Q2 | $70K | Hold |
596
| – | – | 0.01% | 130 |
|
|
2024
Q1 | $69.6K | Buy |
+596
| New | +$69.6K | 0.02% | 112 |
|
|
2020
Q4 | – | Sell |
-33
| Closed | -$3K | – | 193 |
|
|
2020
Q3 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 197 |
|