Strategic Wealth Partners’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 | $63K | Buy |
+469
| New | +$63K | 0.01% | 457 |
|
|
2019
Q4 | – | Sell |
-316
| Closed | -$31 | – | 503 |
|
|
2019
Q3 | $31 | Sell |
316
-572
| -64% | -$56 | ﹤0.01% | 332 |
|
|
2019
Q2 | $93K | Sell |
888
-88
| -9% | -$9.22K | 0.04% | 186 |
|
|
2019
Q1 | $103K | Sell |
976
-100
| -9% | -$10.6K | 0.05% | 183 |
|
|
2018
Q4 | $107K | Sell |
1,076
-228
| -17% | -$22.7K | 0.05% | 164 |
|
|
2018
Q3 | $146K | Hold |
1,304
| – | – | 0.08% | 149 |
|
|
2018
Q2 | $150K | Sell |
1,304
-548
| -30% | -$63K | 0.09% | 161 |
|
|
2018
Q1 | $221K | Sell |
1,852
-4,697
| -72% | -$560K | 0.11% | 145 |
|
|
2017
Q4 | $762K | Buy |
+6,549
| New | +$762K | 0.42% | 87 |
|