SWMG LLC’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 | $280K | Buy |
+2,068
| New | +$280K | 0.09% | 102 |
|
|
2025
Q1 | – | Sell |
-4,409
| Closed | -$507K | – | 129 |
|
|
2024
Q4 | $507K | Buy |
4,409
+1
| +0% | +$115 | 0.2% | 71 |
|
|
2024
Q3 | $517K | Sell |
4,408
-137
| -3% | -$16.1K | 0.21% | 70 |
|
|
2024
Q2 | $534K | Sell |
4,545
-8
| -0.2% | -$940 | 0.24% | 56 |
|
|
2024
Q1 | $532K | Buy |
4,553
+706
| +18% | +$82.5K | 0.24% | 56 |
|
|
2023
Q4 | $443K | Buy |
+3,847
| New | +$443K | 0.21% | 63 |
|