Sound Financial Strategies Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$690K Buy
2025
Q1
$593K Buy
2024
Q4
$522K Sell
2024
Q3
$634K Sell
2024
Q2
$595K Buy