Stonebridge Financial Planning Group’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
Q1 | – | Sell |
-3,074
| Closed | -$352K | – | 167 |
|
|
2024
Q4 | $352K | Sell |
3,074
-76
| -2% | -$8.7K | 0.16% | 129 |
|
|
2024
Q3 | $397K | Sell |
3,150
-36
| -1% | -$4.54K | 0.19% | 119 |
|
|
2024
Q2 | $374K | Buy |
3,186
+204
| +7% | +$24K | 0.19% | 119 |
|
|
2024
Q1 | $348K | Buy |
2,982
+382
| +15% | +$44.6K | 0.18% | 126 |
|
|
2023
Q4 | $299K | Buy |
+2,600
| New | +$299K | 0.17% | 121 |
|