SWA
Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,588
| Closed | -$347K | – | 584 |
|
|
2021
Q4 | $347K | Sell |
2,588
-2,179
| -46% | -$292K | 0.03% | 442 |
|
|
2021
Q3 | $637K | Sell |
4,767
-1,908
| -29% | -$255K | 0.05% | 313 |
|
|
2021
Q2 | $911K | Sell |
6,675
-97
| -1% | -$13.2K | 0.08% | 251 |
|
|
2021
Q1 | $869K | Sell |
6,772
-2,368
| -26% | -$304K | 0.09% | 236 |
|
|
2020
Q4 | $1.11M | Buy |
+9,140
| New | +$1.11M | 0.15% | 152 |
|