Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
3,381
+306
| +10% | +$41.1K | 0.02% | 636 |
|
|
2025
Q1 | $355K | Buy |
+3,075
| New | +$355K | 0.02% | 694 |
|
|
2023
Q3 | – | Sell |
-10,261
| Closed | -$1.13M | – | 600 |
|
|
2023
Q2 | $1.13M | Sell |
10,261
-5,871
| -36% | -$649K | 0.06% | 330 |
|
|
2023
Q1 | $1.76M | Sell |
16,132
-2,585
| -14% | -$282K | 0.14% | 181 |
|
|
2022
Q4 | $1.92M | Buy |
18,717
+2,748
| +17% | +$282K | 0.12% | 192 |
|
|
2022
Q3 | $1.48M | Buy |
+15,969
| New | +$1.48M | 0.15% | 176 |
|
|
2022
Q1 | – | Sell |
-11,177
| Closed | -$1.5M | – | 515 |
|
|
2021
Q4 | $1.5M | Sell |
11,177
-2,973
| -21% | -$398K | 0.09% | 255 |
|
|
2021
Q3 | $1.89M | Sell |
14,150
-438
| -3% | -$58.6K | 0.13% | 186 |
|
|
2021
Q2 | $1.99M | Sell |
14,588
-123,535
| -89% | -$16.9M | 0.13% | 187 |
|
|
2021
Q1 | $18.6M | Sell |
138,123
-7,684
| -5% | -$1.04M | 0.65% | 28 |
|
|
2020
Q4 | $17.8M | Buy |
145,807
+3,530
| +2% | +$430K | 0.76% | 22 |
|
|
2020
Q3 | $15M | Buy |
142,277
+15,093
| +12% | +$1.59M | 0.75% | 24 |
|
|
2020
Q2 | $12.3M | Buy |
127,184
+60,101
| +90% | +$5.81M | 0.68% | 27 |
|
|
2020
Q1 | $5.25M | Buy |
67,083
+64,909
| +2,986% | +$5.08M | 0.39% | 60 |
|
|
2019
Q4 | $242K | Buy |
2,174
+2,049
| +1,639% | +$228K | 0.02% | 654 |
|
|
2019
Q3 | $13K | Buy |
+125
| New | +$13K | ﹤0.01% | 1454 |
|