RDFA
Ritter Daniher Financial Advisory’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 | $13.3K | Sell |
99
-7
| -7% | -$941 | ﹤0.01% | 245 |
|
|
2025
Q1 | $12.3K | Hold |
106
| – | – | ﹤0.01% | 238 |
|
|
2024
Q4 | $12.1K | Buy |
106
+30
| +39% | +$3.43K | ﹤0.01% | 233 |
|
|
2024
Q3 | $9.57K | Hold |
76
| – | – | ﹤0.01% | 240 |
|
|
2024
Q2 | $8.93K | Hold |
76
| – | – | ﹤0.01% | 239 |
|
|
2024
Q1 | $8.88K | Buy |
76
+15
| +25% | +$1.75K | ﹤0.01% | 226 |
|
|
2023
Q4 | $7.02K | Sell |
61
-939
| -94% | -$108K | ﹤0.01% | 253 |
|
|
2023
Q3 | $106K | Hold |
1,000
| – | – | 0.04% | 107 |
|
|
2023
Q2 | $110K | Hold |
1,000
| – | – | 0.05% | 100 |
|
|
2023
Q1 | $109K | Sell |
1,000
-2,704
| -73% | -$295K | 0.05% | 99 |
|
|
2022
Q4 | $381K | Buy |
3,704
+2,704
| +270% | +$278K | 0.18% | 49 |
|
|
2022
Q3 | $93K | Buy |
1,000
+532
| +114% | +$49.5K | 0.07% | 92 |
|
|
2022
Q2 | $48K | Buy |
+468
| New | +$48K | 0.03% | 113 |
|
|
2022
Q1 | – | Sell |
-368
| Closed | -$49K | – | 266 |
|
|
2021
Q4 | $49K | Buy |
+368
| New | +$49K | 0.03% | 108 |
|