Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-606
| Closed | -$63K | – | 2046 |
|
|
2019
Q1 | $63K | Hold |
606
| – | – | ﹤0.01% | 813 |
|
|
2018
Q4 | $57K | Buy |
606
+1
| +0.2% | +$94 | 0.01% | 803 |
|
|
2018
Q3 | $68K | Hold |
605
| – | – | 0.01% | 848 |
|
|
2018
Q2 | $70K | Buy |
605
+4
| +0.7% | +$463 | 0.01% | 848 |
|
|
2018
Q1 | $72K | Hold |
601
| – | – | 0.01% | 841 |
|
|
2017
Q4 | $72K | Buy |
601
+10
| +2% | +$1.2K | 0.01% | 856 |
|
|
2017
Q3 | $68K | Buy |
591
+2
| +0.3% | +$230 | 0.01% | 864 |
|
|
2017
Q2 | $64K | Buy |
+589
| New | +$64K | 0.01% | 856 |
|