Partners in Financial Planning’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 | $14.4M | Buy |
107,052
+709
| +0.7% | +$95.3K | 2.65% | 10 |
|
|
2025
Q1 | $12.3M | Buy |
106,343
+4,298
| +4% | +$497K | 2.47% | 11 |
|
|
2024
Q4 | $11.7M | Buy |
102,045
+1,822
| +2% | +$209K | 2.38% | 11 |
|
|
2024
Q3 | $12.6M | Buy |
100,223
+747
| +0.8% | +$94.1K | 2.55% | 11 |
|
|
2024
Q2 | $11.7M | Buy |
99,476
+875
| +0.9% | +$103K | 2.54% | 11 |
|
|
2024
Q1 | $11.5M | Sell |
98,601
-2,827
| -3% | -$330K | 2.56% | 11 |
|
|
2023
Q4 | $11.7M | Buy |
101,428
+4,101
| +4% | +$472K | 2.74% | 11 |
|
|
2023
Q3 | $10.3M | Buy |
97,327
+4,006
| +4% | +$425K | 2.66% | 12 |
|
|
2023
Q2 | $10.3M | Sell |
93,321
-1,022
| -1% | -$113K | 2.63% | 12 |
|
|
2023
Q1 | $10.3M | Buy |
94,343
+125
| +0.1% | +$13.7K | 2.71% | 11 |
|
|
2022
Q4 | $9.74M | Buy |
94,218
+524
| +0.6% | +$54.2K | 2.69% | 11 |
|
|
2022
Q3 | $9.74M | Buy |
93,694
+11,190
| +14% | +$1.16M | 2.78% | 11 |
|
|
2022
Q2 | $8.69M | Buy |
82,504
+2,741
| +3% | +$289K | 2.76% | 11 |
|
|
2022
Q1 | $9.43M | Buy |
79,763
+1,723
| +2% | +$204K | 2.97% | 11 |
|
|
2021
Q4 | $9.85M | Buy |
78,040
+2,817
| +4% | +$355K | 3.01% | 11 |
|
|
2021
Q3 | $10.1M | Sell |
75,223
-2,099
| -3% | -$281K | 3.14% | 11 |
|
|
2021
Q2 | $10.6M | Buy |
+77,322
| New | +$10.6M | 3.3% | 11 |
|