Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.9K | Buy |
17
+1
| +6% | +$112 | ﹤0.01% | 631 |
|
|
2024
Q3 | $2.05K | Hold |
16
| – | – | ﹤0.01% | 620 |
|
|
2024
Q2 | $1.9K | Hold |
16
| – | – | ﹤0.01% | 590 |
|
|
2024
Q1 | $1.88K | Hold |
16
| – | – | ﹤0.01% | 595 |
|
|
2023
Q4 | $1.85K | Hold |
16
| – | – | ﹤0.01% | 607 |
|
|
2023
Q3 | $1.67K | Hold |
16
| – | – | ﹤0.01% | 610 |
|
|
2023
Q2 | $1.73K | Buy |
16
+1
| +7% | +$108 | ﹤0.01% | 627 |
|
|
2023
Q1 | $1.7K | Sell |
15
-1
| -6% | -$113 | ﹤0.01% | 624 |
|
|
2022
Q4 | $1.6K | Hold |
16
| – | – | ﹤0.01% | 685 |
|
|
2022
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 721 |
|
|
2022
Q2 | $2K | Buy |
16
+1
| +7% | +$125 | ﹤0.01% | 704 |
|
|
2022
Q1 | $2K | Sell |
15
-1
| -6% | -$133 | ﹤0.01% | 650 |
|
|
2021
Q4 | $2K | Buy |
16
+1
| +7% | +$125 | ﹤0.01% | 687 |
|
|
2021
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 688 |
|
|
2021
Q2 | $2K | Sell |
15
-1,370
| -99% | -$183K | ﹤0.01% | 684 |
|
|
2021
Q1 | $2 | Buy |
1,385
+1,370
| +9,133% | +$2 | ﹤0.01% | 685 |
|
|
2020
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 652 |
|
|
2020
Q3 | $2K | Buy |
15
+1
| +7% | +$133 | ﹤0.01% | 624 |
|
|
2020
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 655 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 665 |
|
|
2019
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 649 |
|