SAM
Stone Asset Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $535K | Sell |
4,899
-8,914
| -65% | -$974K | 0.86% | 20 |
|
|
2022
Q4 | $1.42M | Sell |
13,813
-1,410
| -9% | -$145K | 0.88% | 18 |
|
|
2022
Q3 | $1.41M | Sell |
15,223
-5,628
| -27% | -$522K | 0.92% | 18 |
|
|
2022
Q2 | $2.15M | Buy |
20,851
+15,152
| +266% | +$1.56M | 1.35% | 21 |
|
|
2022
Q1 | $706K | Buy |
5,699
+3,158
| +124% | +$391K | 0.39% | 33 |
|
|
2021
Q4 | $340K | Buy |
+2,541
| New | +$340K | 0.2% | 37 |
|