SFPM
Sensible Financial Planning & 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 |
-9,292
| Closed | -$862K | – | 46 |
|
|
2022
Q3 | $862K | Buy |
9,292
+15
| +0.2% | +$1.39K | 0.22% | 29 |
|
|
2022
Q2 | $958K | Buy |
9,277
+33
| +0.4% | +$3.41K | 0.24% | 30 |
|
|
2022
Q1 | $1.15M | Hold |
9,244
| – | – | 0.31% | 29 |
|
|
2021
Q4 | $1.24M | Buy |
9,244
+173
| +2% | +$23.2K | 0.35% | 30 |
|
|
2021
Q3 | $1.21M | Buy |
9,071
+39
| +0.4% | +$5.22K | 0.4% | 29 |
|
|
2021
Q2 | $1.23M | Buy |
9,032
+37
| +0.4% | +$5.05K | 0.42% | 30 |
|
|
2021
Q1 | $1.16M | Hold |
8,995
| – | – | 0.42% | 29 |
|
|
2020
Q4 | $1.1M | Buy |
+8,995
| New | +$1.1M | 0.41% | 29 |
|
|
2016
Q2 | – | Sell |
-267
| Closed | -$25K | – | 87 |
|
|
2016
Q1 | $25K | Sell |
267
-133
| -33% | -$12.5K | 0.02% | 45 |
|
|
2015
Q4 | $37K | Hold |
400
| – | – | 0.03% | 45 |
|
|
2015
Q3 | $36K | Buy |
+400
| New | +$36K | 0.03% | 47 |
|