Sterling 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 | $254K | Buy |
+1,891
| New | +$254K | 0.09% | 92 |
|
|
2024
Q4 | $216K | Sell |
1,886
-30
| -2% | -$3.43K | 0.08% | 99 |
|
|
2024
Q3 | $241K | Sell |
1,916
-44
| -2% | -$5.54K | 0.09% | 103 |
|
|
2024
Q2 | $230K | Sell |
1,960
-43
| -2% | -$5.05K | 0.11% | 94 |
|
|
2024
Q1 | $234K | Buy |
2,003
+44
| +2% | +$5.14K | 0.12% | 88 |
|
|
2023
Q4 | $225K | Buy |
+1,959
| New | +$225K | 0.13% | 85 |
|