Werba Rubin Papier Wealth Management’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
Q4
Sell
-2,475
Closed -$263K 127
2023
Q3
$263K Buy
2,475
+24
+1% +$2.55K 0.09% 93
2023
Q2
$271K Buy
2,451
+92
+4% +$10.2K 0.09% 92
2023
Q1
$258K Sell
2,359
-190
-7% -$20.8K 0.1% 82
2022
Q4
$262K Buy
+2,549
New +$262K 0.11% 81