Richardson Financial Services’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 | $587K | Buy |
4,369
+12
| +0.3% | +$1.61K | 0.39% | 76 |
|
|
2025
Q1 | $504K | Sell |
4,357
-427
| -9% | -$49.4K | 0.38% | 78 |
|
|
2024
Q4 | $547K | Buy |
4,784
+65
| +1% | +$7.43K | 0.38% | 71 |
|
|
2024
Q3 | $555K | Buy |
4,719
+92
| +2% | +$10.8K | 0.35% | 74 |
|
|
2024
Q2 | $544K | Buy |
4,627
+101
| +2% | +$11.9K | 0.39% | 71 |
|
|
2024
Q1 | $529K | Sell |
4,526
-2,194
| -33% | -$256K | 0.37% | 76 |
|
|
2023
Q4 | $773K | Buy |
+6,720
| New | +$773K | 0.68% | 43 |
|