SWP
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Summit Wealth Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Summit Wealth Partners’s Portfolio VSS Stock Details VSS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,727
Closed -$210K – 152
2020
Q4 		$210K Sell
1,727
-3,197
-65% -$390K 0.06% 139
2020
Q3 		$518K Buy
4,924
+483
+11% +$50.9K 0.16% 88
2020
Q2 		$429K Buy
+4,441
New +$429K 0.14% 94