Stonebridge Financial Planning Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Stonebridge Financial Planning Group’s Portfolio VSS Stock Details VSS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$352K	Sell
2024 Q3	$397K	Sell
2024 Q2	$374K	Buy
2024 Q1	$348K	Buy
2023 Q4	$299K	Buy