Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,068
| Closed | -$397K | – | 50 |
|
|
2020
Q1 | $397K | Sell |
5,068
-1,969
| -28% | -$154K | 0.24% | 40 |
|
|
2019
Q4 | $782K | Hold |
7,037
| – | – | 0.23% | 38 |
|
|
2019
Q3 | $715K | Hold |
7,037
| – | – | 0.22% | 38 |
|
|
2019
Q2 | $742K | Sell |
7,037
-235
| -3% | -$24.8K | 0.23% | 38 |
|
|
2019
Q1 | $758K | Sell |
7,272
-96
| -1% | -$10K | 0.24% | 38 |
|
|
2018
Q4 | $697K | Sell |
7,368
-6,099
| -45% | -$577K | 0.24% | 38 |
|
|
2018
Q3 | $1.51M | Hold |
13,467
| – | – | 0.45% | 35 |
|
|
2018
Q2 | $1.55M | Sell |
13,467
-778
| -5% | -$89.7K | 0.48% | 35 |
|
|
2018
Q1 | $1.7M | Sell |
14,245
-1,003
| -7% | -$120K | 0.54% | 34 |
|
|
2017
Q4 | $1.82M | Buy |
+15,248
| New | +$1.82M | 0.59% | 35 |
|