WFA
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Wellspring Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Wellspring Financial Advisors’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,950
Closed -$339K – 153
2023
Q4 		$339K Buy
+2,950
New +$339K 0.08% 93