Wealth Enhancement Advisory Services’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 | $3.26M | Sell |
24,115
-525
| -2% | -$70.9K | 0.01% | 1103 |
|
|
2025
Q1 | $2.85M | Sell |
24,640
-7,327
| -23% | -$847K | 0.01% | 1065 |
|
|
2024
Q4 | $3.66M | Buy |
31,967
+753
| +2% | +$86.2K | 0.01% | 914 |
|
|
2024
Q3 | $3.93M | Buy |
31,214
+1,861
| +6% | +$234K | 0.01% | 804 |
|
|
2024
Q2 | $3.45M | Sell |
29,353
-301
| -1% | -$35.4K | 0.01% | 802 |
|
|
2024
Q1 | $3.46M | Sell |
29,654
-199
| -0.7% | -$23.3K | 0.01% | 770 |
|
|
2023
Q4 | $3.43M | Buy |
29,853
+2,542
| +9% | +$292K | 0.01% | 716 |
|
|
2023
Q3 | $2.9M | Buy |
27,311
+18,893
| +224% | +$2.01M | 0.01% | 730 |
|
|
2023
Q2 | $930K | Sell |
8,418
-12,362
| -59% | -$1.37M | 0.01% | 270 |
|
|
2023
Q1 | $2.27M | Buy |
20,780
+1,365
| +7% | +$149K | 0.03% | 201 |
|
|
2022
Q4 | $2.15M | Buy |
19,415
+1,842
| +10% | +$204K | 0.03% | 168 |
|
|
2022
Q3 | $1.65M | Buy |
17,573
+4,995
| +40% | +$468K | 0.02% | 187 |
|
|
2022
Q2 | $1.3M | Buy |
12,578
+6,022
| +92% | +$621K | 0.02% | 235 |
|
|
2022
Q1 | $825K | Buy |
+6,556
| New | +$825K | 0.01% | 252 |
|