RFA
Reilly Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-107
| Closed | -$14K | – | 1208 |
|
2021
Q3 | $14K | Buy |
+107
| New | +$14K | ﹤0.01% | 603 |
|
2019
Q4 | – | Sell |
-118
| Closed | -$12K | – | 933 |
|
2019
Q3 | $12K | Hold |
118
| – | – | ﹤0.01% | 608 |
|
2019
Q2 | $12K | Buy |
+118
| New | +$12K | ﹤0.01% | 638 |
|
2017
Q1 | – | Sell |
-26
| Closed | -$2K | – | 962 |
|
2016
Q4 | $2K | Buy |
26
+18
| +225% | +$1.39K | ﹤0.01% | 771 |
|
2016
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 809 |
|
2016
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 776 |
|
2016
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 871 |
|
2015
Q3 | – | Sell |
-17
| Closed | -$2K | – | 1395 |
|
2015
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1234 |
|