Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Buy |
1,333
+2
| +0.2% | +$269 | 0.01% | 793 |
|
|
2025
Q1 | $154K | Hold |
1,331
| – | – | ﹤0.01% | 885 |
|
|
2024
Q4 | $152K | Buy |
1,331
+7
| +0.5% | +$801 | ﹤0.01% | 896 |
|
|
2024
Q3 | $167K | Buy |
1,324
+651
| +97% | +$82K | 0.01% | 778 |
|
|
2024
Q2 | $79.1K | Sell |
673
-647
| -49% | -$76.1K | ﹤0.01% | 966 |
|
|
2024
Q1 | $154K | Hold |
1,320
| – | – | ﹤0.01% | 856 |
|
|
2023
Q4 | $146K | Buy |
1,320
+6
| +0.5% | +$664 | ﹤0.01% | 868 |
|
|
2023
Q3 | $140K | Buy |
1,314
+1
| +0.1% | +$106 | 0.01% | 826 |
|
|
2023
Q2 | $145K | Sell |
1,313
-1
| -0.1% | -$110 | 0.01% | 835 |
|
|
2023
Q1 | $144K | Buy |
1,314
+697
| +113% | +$76.1K | 0.01% | 840 |
|
|
2022
Q4 | $63K | Buy |
617
+6
| +1% | +$613 | ﹤0.01% | 912 |
|
|
2022
Q3 | $57K | Sell |
611
-1,210
| -66% | -$113K | ﹤0.01% | 906 |
|
|
2022
Q2 | $188K | Sell |
1,821
-420
| -19% | -$43.4K | 0.01% | 793 |
|
|
2022
Q1 | $278K | Sell |
2,241
-4
| -0.2% | -$496 | 0.01% | 750 |
|
|
2021
Q4 | $301K | Buy |
2,245
+273
| +14% | +$36.6K | 0.01% | 900 |
|
|
2021
Q3 | $264K | Buy |
1,972
+36
| +2% | +$4.82K | 0.01% | 810 |
|
|
2021
Q2 | $264K | Sell |
1,936
-421
| -18% | -$57.4K | 0.01% | 829 |
|
|
2021
Q1 | $303K | Buy |
+2,357
| New | +$303K | 0.01% | 862 |
|