Valtinson Bruner Financial Planning’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 | $2.04M | Sell |
15,198
-161
| -1% | -$21.6K | 0.64% | 32 |
|
|
2025
Q1 | $1.78M | Buy |
15,359
+1,245
| +9% | +$144K | 0.6% | 34 |
|
|
2024
Q4 | $1.62M | Buy |
14,114
+632
| +5% | +$72.4K | 0.56% | 44 |
|
|
2024
Q3 | $1.7M | Buy |
13,482
+1,341
| +11% | +$169K | 0.59% | 42 |
|
|
2024
Q2 | $1.43M | Buy |
12,141
+164
| +1% | +$19.3K | 0.57% | 45 |
|
|
2024
Q1 | $1.4M | Buy |
11,977
+3,968
| +50% | +$464K | 0.6% | 46 |
|
|
2023
Q4 | $921K | Buy |
8,009
+26
| +0.3% | +$2.99K | 0.47% | 56 |
|
|
2023
Q3 | $848K | Buy |
7,983
+536
| +7% | +$56.9K | 0.46% | 58 |
|
|
2023
Q2 | $823K | Sell |
7,447
-539
| -7% | -$59.5K | 0.44% | 57 |
|
|
2023
Q1 | $872K | Buy |
7,986
+121
| +2% | +$13.2K | 0.5% | 54 |
|
|
2022
Q4 | $861K | Buy |
7,865
+5
| +0.1% | +$548 | 0.5% | 53 |
|
|
2022
Q3 | $729K | Buy |
7,860
+972
| +14% | +$90.2K | 0.45% | 55 |
|
|
2022
Q2 | $711K | Buy |
6,888
+1,263
| +22% | +$130K | 0.43% | 52 |
|
|
2022
Q1 | $685K | Buy |
5,625
+1,060
| +23% | +$129K | 0.39% | 58 |
|
|
2021
Q4 | $612K | Buy |
4,565
+33
| +0.7% | +$4.42K | 0.34% | 58 |
|
|
2021
Q3 | $629K | Buy |
4,532
+749
| +20% | +$104K | 0.35% | 56 |
|
|
2021
Q2 | $515K | Buy |
3,783
+1,256
| +50% | +$171K | 0.29% | 56 |
|
|
2021
Q1 | $337K | Buy |
2,527
+508
| +25% | +$67.7K | 0.2% | 61 |
|
|
2020
Q4 | $253K | Buy |
+2,019
| New | +$253K | 0.16% | 68 |
|
|
2020
Q2 | – | Sell |
-2,396
| Closed | -$206K | – | 83 |
|
|
2020
Q1 | $206K | Buy |
2,396
+332
| +16% | +$28.5K | 0.17% | 67 |
|
|
2019
Q4 | $228K | Buy |
+2,064
| New | +$228K | 0.16% | 71 |
|