Silver Oak Advisory Group’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 | $256K | Buy |
1,909
+7
| +0.4% | +$939 | 0.12% | 61 |
|
|
2025
Q1 | $219K | Hold |
1,902
| – | – | 0.12% | 61 |
|
|
2024
Q4 | $217K | Sell |
1,902
-12
| -0.6% | -$1.37K | 0.11% | 61 |
|
|
2024
Q3 | $241K | Sell |
1,914
-174
| -8% | -$21.9K | 0.12% | 58 |
|
|
2024
Q2 | $245K | Sell |
2,088
-479
| -19% | -$56.2K | 0.14% | 54 |
|
|
2024
Q1 | $300K | Sell |
2,567
-226
| -8% | -$26.4K | 0.17% | 52 |
|
|
2023
Q4 | $321K | Buy |
2,793
+28
| +1% | +$3.22K | 0.19% | 48 |
|
|
2023
Q3 | $293K | Buy |
2,765
+44
| +2% | +$4.66K | 0.19% | 48 |
|
|
2023
Q2 | $300K | Sell |
2,721
-58
| -2% | -$6.4K | 0.2% | 45 |
|
|
2023
Q1 | $303K | Sell |
2,779
-10
| -0.4% | -$1.09K | 0.2% | 41 |
|
|
2022
Q4 | $286K | Sell |
2,789
-221
| -7% | -$22.7K | 0.2% | 40 |
|
|
2022
Q3 | $279K | Buy |
3,010
+2
| +0.1% | +$185 | 0.21% | 39 |
|
|
2022
Q2 | $310K | Buy |
3,008
+6
| +0.2% | +$618 | 0.22% | 39 |
|
|
2022
Q1 | $372K | Hold |
3,002
| – | – | 0.24% | 37 |
|
|
2021
Q4 | $402K | Buy |
+3,002
| New | +$402K | 0.25% | 34 |
|