Soundmark Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,340
| Closed | -$538K | – | 64 |
|
|
2022
Q1 | $538K | Hold |
4,340
| – | – | 0.38% | 38 |
|
|
2021
Q4 | $581K | Hold |
4,340
| – | – | 0.4% | 38 |
|
|
2021
Q3 | $580K | Sell |
4,340
-320
| -7% | -$42.8K | 0.21% | 43 |
|
|
2021
Q2 | $638K | Buy |
4,660
+545
| +13% | +$74.6K | 0.26% | 36 |
|
|
2021
Q1 | $528K | Buy |
+4,115
| New | +$528K | 0.29% | 38 |
|