Tobias Financial Advisors’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 | $3.12M | Buy |
23,212
+17,192
| +286% | +$2.31M | 0.53% | 36 |
|
|
2025
Q1 | $696K | Buy |
6,020
+287
| +5% | +$33.2K | 0.14% | 63 |
|
|
2024
Q4 | $656K | Buy |
5,733
+486
| +9% | +$55.6K | 0.13% | 64 |
|
|
2024
Q3 | $661K | Sell |
5,247
-47
| -0.9% | -$5.92K | 0.13% | 59 |
|
|
2024
Q2 | $622K | Sell |
5,294
-148
| -3% | -$17.4K | 0.13% | 61 |
|
|
2024
Q1 | $636K | Sell |
5,442
-185
| -3% | -$21.6K | 0.14% | 61 |
|
|
2023
Q4 | $647K | Sell |
5,627
-47
| -0.8% | -$5.41K | 0.16% | 59 |
|
|
2023
Q3 | $603K | Buy |
5,674
+794
| +16% | +$84.3K | 0.16% | 62 |
|
|
2023
Q2 | $539K | Sell |
4,880
-101
| -2% | -$11.2K | 0.15% | 62 |
|
|
2023
Q1 | $544K | Sell |
4,981
-53
| -1% | -$5.79K | 0.16% | 59 |
|
|
2022
Q4 | $518K | Sell |
5,034
-2,089
| -29% | -$215K | 0.17% | 62 |
|
|
2022
Q3 | $661K | Sell |
7,123
-80
| -1% | -$7.42K | 0.23% | 57 |
|
|
2022
Q2 | $743K | Buy |
+7,203
| New | +$743K | 0.25% | 52 |
|