RFA
RTD 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.52M | Buy |
70,840
+2,167
| +3% | +$291K | 1.22% | 29 |
|
|
2025
Q1 | $7.94M | Sell |
68,673
-650
| -0.9% | -$75.1K | 1.07% | 30 |
|
|
2024
Q4 | $7.94M | Sell |
69,323
-804
| -1% | -$92K | 1.02% | 31 |
|
|
2024
Q3 | $8.83M | Sell |
70,127
-176
| -0.3% | -$22.2K | 1.12% | 30 |
|
|
2024
Q2 | $8.26M | Sell |
70,303
-383
| -0.5% | -$45K | 1.11% | 29 |
|
|
2024
Q1 | $8.26M | Sell |
70,686
-108
| -0.2% | -$12.6K | 1.11% | 30 |
|
|
2023
Q4 | $8.14M | Buy |
70,794
+3,771
| +6% | +$434K | 1.14% | 28 |
|
|
2023
Q3 | $7.12M | Sell |
67,023
-1,329
| -2% | -$141K | 1.09% | 28 |
|
|
2023
Q2 | $7.55M | Sell |
68,352
-353
| -0.5% | -$39K | 1.1% | 29 |
|
|
2023
Q1 | $7.51M | Buy |
68,705
+699
| +1% | +$76.4K | 1.16% | 26 |
|
|
2022
Q4 | $6.99M | Buy |
68,006
+6,139
| +10% | +$631K | 1.14% | 27 |
|
|
2022
Q3 | $5.74M | Buy |
61,867
+2,414
| +4% | +$224K | 1.06% | 27 |
|
|
2022
Q2 | $6.14M | Buy |
59,453
+580
| +1% | +$59.9K | 0.94% | 31 |
|
|
2022
Q1 | $7.29M | Buy |
58,873
+9,305
| +19% | +$1.15M | 0.98% | 27 |
|
|
2021
Q4 | $6.64M | Buy |
+49,568
| New | +$6.64M | 0.87% | 30 |
|