US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-21,531
| Closed | -$2.76M | – | 129 |
|
|
2021
Q1 | $2.76M | Buy |
21,531
+1,036
| +5% | +$133K | 0.77% | 31 |
|
|
2020
Q4 | $2.5M | Buy |
+20,495
| New | +$2.5M | 0.75% | 29 |
|
|
2016
Q2 | $215K | Hold |
2,301
| – | – | 0.43% | 43 |
|
|
2016
Q1 | $215K | Buy |
2,301
+877
| +62% | +$81.9K | 0.37% | 42 |
|
|
2015
Q4 | $132K | Buy |
1,424
+372
| +35% | +$34.5K | 0.13% | 79 |
|
|
2015
Q3 | $95K | Buy |
1,052
+936
| +807% | +$84.5K | 0.16% | 75 |
|
|
2015
Q2 | $12K | Buy |
+116
| New | +$12K | 0.01% | 225 |
|