Sequent Planning’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$281K	Buy	2,094 +197	+10%	+$26.5K	0.09%	127
2025 Q1	$219K	Buy	+1,897	New	+$219K	0.08%	135
2024 Q4	–	Sell	-1,632	Closed	-$206K	–	154
2024 Q3	$206K	Buy	+1,632	New	+$206K	0.07%	143