UFA
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Uptown Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Uptown Financial Advisors’s Portfolio VSS Stock Details VSS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.48M Sell
18,421
-596
-3% -$80.1K 2.12% 13
2025
Q1 		$2.2M Buy
19,017
+469
+3% +$54.2K 2.24% 13
2024
Q4 		$2.12M Buy
+18,548
New +$2.12M 2.29% 13