RGT Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-27,216
| Closed | -$2.81M | – | 133 |
|
|
2022
Q2 | $2.81M | Sell |
27,216
-1,177
| -4% | -$121K | 0.47% | 16 |
|
|
2022
Q1 | $3.52M | Sell |
28,393
-1,316
| -4% | -$163K | 0.56% | 13 |
|
|
2021
Q4 | $3.98M | Buy |
+29,709
| New | +$3.98M | 0.61% | 11 |
|
|
2018
Q2 | – | Sell |
-1,715
| Closed | -$204K | – | 88 |
|
|
2018
Q1 | $204K | Hold |
1,715
| – | – | 0.1% | 101 |
|
|
2017
Q4 | $204K | Buy |
+1,715
| New | +$204K | 0.11% | 94 |
|