Ulland Investment 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 | $17K | Hold |
125
| – | – | 0.01% | 158 |
|
|
2025
Q1 | $14K | Hold |
125
| – | – | 0.01% | 167 |
|
|
2024
Q4 | $14K | Hold |
125
| – | – | 0.01% | 166 |
|
|
2024
Q3 | $16K | Hold |
125
| – | – | 0.01% | 154 |
|
|
2024
Q2 | $15K | Hold |
125
| – | – | 0.01% | 156 |
|
|
2024
Q1 | $15K | Hold |
125
| – | – | 0.01% | 165 |
|
|
2023
Q4 | $14K | Hold |
125
| – | – | 0.01% | 155 |
|
|
2023
Q3 | $13K | Hold |
125
| – | – | 0.01% | 164 |
|
|
2023
Q2 | $14K | Hold |
125
| – | – | 0.01% | 152 |
|
|
2023
Q1 | $14K | Hold |
125
| – | – | 0.02% | 144 |
|
|
2022
Q4 | $13K | Buy |
125
+15
| +14% | +$1.56K | 0.02% | 149 |
|
|
2022
Q3 | $10K | Hold |
110
| – | – | 0.01% | 167 |
|
|
2022
Q2 | $11K | Hold |
110
| – | – | 0.01% | 175 |
|
|
2022
Q1 | $14K | Hold |
110
| – | – | 0.01% | 178 |
|
|
2021
Q4 | $15K | Buy |
+110
| New | +$15K | 0.01% | 160 |
|