VWA
Visionary Wealth Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,571
| Closed | -$296K | – | 508 |
|
|
2023
Q4 | $296K | Buy |
2,571
+115
| +5% | +$13.2K | 0.02% | 392 |
|
|
2023
Q3 | $261K | Sell |
2,456
-203
| -8% | -$21.6K | 0.02% | 391 |
|
|
2023
Q2 | $294K | Sell |
2,659
-2,505
| -49% | -$277K | 0.02% | 367 |
|
|
2023
Q1 | $564K | Sell |
5,164
-1,590
| -24% | -$174K | 0.05% | 264 |
|
|
2022
Q4 | $694K | Sell |
6,754
-3,952
| -37% | -$406K | 0.06% | 203 |
|
|
2022
Q3 | $994K | Sell |
10,706
-342
| -3% | -$31.8K | 0.1% | 169 |
|
|
2022
Q2 | $1.14M | Sell |
11,048
-2,868
| -21% | -$296K | 0.1% | 165 |
|
|
2022
Q1 | $1.72M | Sell |
13,916
-39,731
| -74% | -$4.92M | 0.14% | 137 |
|
|
2021
Q4 | $7.19M | Buy |
53,647
+4,817
| +10% | +$645K | 0.59% | 39 |
|
|
2021
Q3 | $6.53M | Buy |
48,830
+78
| +0.2% | +$10.4K | 0.67% | 37 |
|
|
2021
Q2 | $6.65M | Sell |
48,752
-1,461
| -3% | -$199K | 0.67% | 38 |
|
|
2021
Q1 | $6.45M | Sell |
50,213
-7,070
| -12% | -$908K | 0.68% | 37 |
|
|
2020
Q4 | $6.98M | Buy |
57,283
+3,321
| +6% | +$405K | 0.78% | 33 |
|
|
2020
Q3 | $5.68M | Sell |
53,962
-2,027
| -4% | -$213K | 0.8% | 35 |
|
|
2020
Q2 | $5.41M | Buy |
55,989
+4,543
| +9% | +$439K | 0.82% | 36 |
|
|
2020
Q1 | $4.03M | Buy |
51,446
+6,087
| +13% | +$476K | 0.76% | 40 |
|
|
2019
Q4 | $5.04M | Buy |
+45,359
| New | +$5.04M | 0.9% | 35 |
|