QWM
Quadcap Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $273K | Buy |
+2,032
| New | +$273K | 0.03% | 335 |
|
2025
Q1 | – | Sell |
-3,019
| Closed | -$346K | – | 399 |
|
2024
Q4 | $346K | Buy |
3,019
+1,044
| +53% | +$120K | 0.05% | 291 |
|
2024
Q3 | $249K | Sell |
1,975
-4,251
| -68% | -$535K | 0.04% | 331 |
|
2024
Q2 | $732K | Buy |
+6,226
| New | +$732K | 0.13% | 173 |
|