WCFA
Walkner Condon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Sell |
24,207
-1,834
| -7% | -$246K | 0.6% | 42 |
|
|
2025
Q1 | $3.01M | Sell |
26,041
-816
| -3% | -$94.3K | 0.61% | 40 |
|
|
2024
Q4 | $3.07M | Sell |
26,857
-1,858
| -6% | -$213K | 0.62% | 43 |
|
|
2024
Q3 | $3.62M | Sell |
28,715
-1,618
| -5% | -$204K | 0.74% | 34 |
|
|
2024
Q2 | $3.56M | Sell |
30,333
-193
| -0.6% | -$22.7K | 0.77% | 35 |
|
|
2024
Q1 | $3.57M | Sell |
30,526
-305
| -1% | -$35.6K | 0.76% | 37 |
|
|
2023
Q4 | $3.55M | Buy |
30,831
+1,987
| +7% | +$229K | 0.81% | 34 |
|
|
2023
Q3 | $3.06M | Buy |
28,844
+2,603
| +10% | +$276K | 0.81% | 33 |
|
|
2023
Q2 | $2.9M | Buy |
26,241
+1,809
| +7% | +$200K | 0.77% | 33 |
|
|
2023
Q1 | $2.67M | Sell |
24,432
-270
| -1% | -$29.5K | 0.75% | 33 |
|
|
2022
Q4 | $2.54M | Buy |
24,702
+1,376
| +6% | +$141K | 0.76% | 32 |
|
|
2022
Q3 | $2.16M | Buy |
23,326
+3,636
| +18% | +$337K | 0.7% | 32 |
|
|
2022
Q2 | $2.03M | Buy |
19,690
+1,903
| +11% | +$196K | 0.64% | 35 |
|
|
2022
Q1 | $2.2M | Sell |
17,787
-1,284
| -7% | -$159K | 0.63% | 38 |
|
|
2021
Q4 | $2.56M | Buy |
19,071
+1,116
| +6% | +$150K | 1.66% | 18 |
|
|
2021
Q3 | $2.4M | Buy |
17,955
+1,327
| +8% | +$177K | 1.18% | 23 |
|
|
2021
Q2 | $2.27M | Buy |
16,628
+3,379
| +26% | +$462K | 0.83% | 31 |
|
|
2021
Q1 | $1.7M | Buy |
13,249
+2,758
| +26% | +$354K | 0.66% | 39 |
|
|
2020
Q4 | $1.28M | Buy |
10,491
+1,001
| +11% | +$122K | 0.55% | 42 |
|
|
2020
Q3 | $999K | Buy |
+9,490
| New | +$999K | 0.54% | 45 |
|