Selective Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-255
| Closed | -$24K | – | 712 |
|
|
2022
Q3 | $24K | Sell |
255
-91
| -26% | -$8.57K | 0.01% | 401 |
|
|
2022
Q2 | $36K | Buy |
346
+126
| +57% | +$13.1K | 0.01% | 374 |
|
|
2022
Q1 | $27K | Buy |
220
+133
| +153% | +$16.3K | 0.01% | 408 |
|
|
2021
Q4 | $12K | Hold |
87
| – | – | ﹤0.01% | 472 |
|
|
2021
Q3 | $12K | Buy |
87
+29
| +50% | +$4K | 0.01% | 420 |
|
|
2021
Q2 | $8K | Buy |
+58
| New | +$8K | 0.01% | 378 |
|