VSM Wealth Advisory’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$60.2K	Sell	427 -353	-45%	-$49.8K	0.02%	192
2025 Q1	$91K	Buy	780 +1	+0.1%	+$117	0.03%	138
2024 Q4	$97.9K	Buy	+779	New	+$97.9K	0.03%	134