WealthPLAN Partners’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
2023
Q3
Sell
-3
Closed -$331 1160
2023
Q2
$331 Buy
+3
New +$331 ﹤0.01% 1195
2016
Q3
Sell
-1,748
Closed -$163 1074
2016
Q2
$163 Buy
+1,748
New +$163 ﹤0.01% 2415