Vestia Personal Wealth 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
$366K Sell
2,724
-164
-6% -$22K 0.25% 62
2025
Q1
$334K Buy
2,888
+71
+3% +$8.21K 0.26% 57
2024
Q4
$322K Sell
2,817
-184
-6% -$21.1K 0.27% 57
2024
Q3
$378K Buy
3,001
+80
+3% +$10.1K 0.36% 45
2024
Q2
$343K Buy
+2,921
New +$343K 0.37% 44