SFSG
Sound Financial Strategies Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
5,137
+5
| +0.1% | +$672 | 0.58% | 70 |
|
|
2025
Q1 | $593K | Buy |
5,132
+568
| +12% | +$65.7K | 0.53% | 76 |
|
|
2024
Q4 | $522K | Sell |
4,564
-471
| -9% | -$53.9K | 0.44% | 71 |
|
|
2024
Q3 | $634K | Sell |
5,035
-26
| -0.5% | -$3.28K | 0.51% | 64 |
|
|
2024
Q2 | $595K | Buy |
+5,061
| New | +$595K | 0.52% | 60 |
|