Sonora Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $42K | Buy |
314
+64
| +26% | +$8.56K | 0.01% | 456 |
|
|
2021
Q2 | $34K | Hold |
250
| – | – | ﹤0.01% | 467 |
|
|
2021
Q1 | $32K | Hold |
250
| – | – | ﹤0.01% | 742 |
|
|
2020
Q4 | $30K | Hold |
250
| – | – | ﹤0.01% | 752 |
|
|
2020
Q3 | $26K | Hold |
250
| – | – | ﹤0.01% | 783 |
|
|
2020
Q2 | $24K | Sell |
250
-52
| -17% | -$4.99K | ﹤0.01% | 721 |
|
|
2020
Q1 | $24K | Buy |
302
+250
| +481% | +$19.9K | ﹤0.01% | 702 |
|
|
2019
Q4 | $6K | Sell |
52
-98
| -65% | -$11.3K | ﹤0.01% | 1358 |
|
|
2019
Q3 | $15K | Buy |
+150
| New | +$15K | ﹤0.01% | 999 |
|