Prosperity 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 | $472K | Sell |
3,512
-129
| -4% | -$17.3K | 0.14% | 78 |
|
|
2025
Q1 | $421K | Sell |
3,641
-2
| -0.1% | -$231 | 0.13% | 77 |
|
|
2024
Q4 | $417K | Buy |
3,643
+28
| +0.8% | +$3.21K | 0.13% | 74 |
|
|
2024
Q3 | $455K | Sell |
3,615
-193
| -5% | -$24.3K | 0.14% | 74 |
|
|
2024
Q2 | $447K | Sell |
3,808
-37
| -1% | -$4.35K | 0.15% | 72 |
|
|
2024
Q1 | $449K | Buy |
3,845
+12
| +0.3% | +$1.4K | 0.16% | 69 |
|
|
2023
Q4 | $441K | Buy |
3,833
+23
| +0.6% | +$2.65K | 0.17% | 69 |
|
|
2023
Q3 | $405K | Sell |
3,810
-65
| -2% | -$6.9K | 0.17% | 69 |
|
|
2023
Q2 | $428K | Buy |
3,875
+4
| +0.1% | +$442 | 0.18% | 68 |
|
|
2023
Q1 | $423K | Buy |
3,871
+642
| +20% | +$70.1K | 0.18% | 68 |
|
|
2022
Q4 | $398K | Hold |
3,229
| – | – | 0.2% | 64 |
|
|
2022
Q3 | $300K | Buy |
3,229
+665
| +26% | +$61.8K | 0.16% | 71 |
|
|
2022
Q2 | $313K | Hold |
2,564
| – | – | 0.16% | 63 |
|
|
2022
Q1 | $318K | Hold |
2,564
| – | – | 0.16% | 61 |
|
|
2021
Q4 | $343K | Buy |
2,564
+10
| +0.4% | +$1.34K | 0.17% | 60 |
|
|
2021
Q3 | $341K | Sell |
2,554
-82
| -3% | -$10.9K | 0.19% | 60 |
|
|
2021
Q2 | $360K | Buy |
2,636
+4
| +0.2% | +$546 | 0.22% | 59 |
|
|
2021
Q1 | $338K | Buy |
2,632
+4
| +0.2% | +$514 | 0.24% | 56 |
|
|
2020
Q4 | $320K | Buy |
+2,628
| New | +$320K | 0.27% | 52 |
|