Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.42M | Sell |
38,402
-3,012
| -7% | -$346K | 0.12% | 155 |
|
|
2023
Q3 | $4.4M | Buy |
41,414
+916
| +2% | +$97.3K | 0.14% | 135 |
|
|
2023
Q2 | $4.47M | Buy |
40,498
+13,611
| +51% | +$1.5M | 0.12% | 161 |
|
|
2023
Q1 | $2.94M | Buy |
26,887
+23,523
| +699% | +$2.57M | 0.08% | 231 |
|
|
2022
Q4 | $346K | Buy |
+3,364
| New | +$346K | 0.05% | 437 |
|
|
2021
Q4 | – | Sell |
-4,500
| Closed | -$602K | – | 614 |
|
|
2021
Q3 | $602K | Buy |
+4,500
| New | +$602K | 0.09% | 248 |
|
|
2021
Q1 | – | Sell |
-4,212
| Closed | -$513K | – | 970 |
|
|
2020
Q4 | $513K | Buy |
4,212
+553
| +15% | +$67.4K | 0.01% | 689 |
|
|
2020
Q3 | $385K | Sell |
3,659
-18,154
| -83% | -$1.91M | 0.01% | 676 |
|
|
2020
Q2 | $2.11M | Buy |
+21,813
| New | +$2.11M | 0.04% | 300 |
|