SFMG
Sage Financial Management Group’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 | $5.27M | Sell |
39,205
-3,539
| -8% | -$476K | 1.82% | 15 |
|
|
2025
Q1 | $4.94M | Buy |
42,744
+2,056
| +5% | +$238K | 1.79% | 16 |
|
|
2024
Q4 | $4.66M | Sell |
40,688
-532
| -1% | -$60.9K | 1.73% | 16 |
|
|
2024
Q3 | $5.19M | Buy |
+41,220
| New | +$5.19M | 2.01% | 15 |
|
|
2024
Q2 | – | Sell |
-38,031
| Closed | -$4.44M | – | 49 |
|
|
2024
Q1 | $4.44M | Buy |
38,031
+3,227
| +9% | +$377K | 2.1% | 15 |
|
|
2023
Q4 | $4M | Buy |
34,804
+2,559
| +8% | +$294K | 2.15% | 14 |
|
|
2023
Q3 | $3.42M | Buy |
+32,245
| New | +$3.42M | 2.06% | 14 |
|
|
2023
Q2 | – | Sell |
-21,274
| Closed | -$2.32M | – | 33 |
|
|
2023
Q1 | $2.32M | Buy |
+21,274
| New | +$2.32M | 1.87% | 15 |
|