WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
2,577
-390
| -13% | -$52.4K | 0.04% | 266 |
|
|
2025
Q1 | $343K | Buy |
2,967
+145
| +5% | +$16.8K | 0.04% | 256 |
|
|
2024
Q4 | $323K | Sell |
2,822
-28
| -1% | -$3.21K | 0.05% | 241 |
|
|
2024
Q3 | $359K | Buy |
2,850
+1
| +0% | +$126 | 0.05% | 230 |
|
|
2024
Q2 | $335K | Sell |
2,849
-451
| -14% | -$53K | 0.05% | 231 |
|
|
2024
Q1 | $386K | Buy |
3,300
+1
| +0% | +$117 | 0.06% | 215 |
|
|
2023
Q4 | $379K | Buy |
+3,299
| New | +$379K | 0.06% | 221 |
|
|
2019
Q1 | – | Sell |
-330
| Closed | -$31K | – | 291 |
|
|
2018
Q4 | $31K | Buy |
330
+289
| +705% | +$27.1K | 0.02% | 178 |
|
|
2018
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 228 |
|
|
2018
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 222 |
|
|
2018
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 215 |
|
|
2017
Q4 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 203 |
|