Westover Capital Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-13,208
| Closed | -$1.64M | – | 195 |
|
2022
Q1 | $1.64M | Buy |
13,208
+403
| +3% | +$49.9K | 0.51% | 56 |
|
2021
Q4 | $1.72M | Buy |
12,805
+939
| +8% | +$126K | 0.5% | 59 |
|
2021
Q3 | $1.59M | Sell |
11,866
-44
| -0.4% | -$5.88K | 0.5% | 58 |
|
2021
Q2 | $1.63M | Buy |
11,910
+1,321
| +12% | +$180K | 0.52% | 55 |
|
2021
Q1 | $1.36M | Buy |
+10,589
| New | +$1.36M | 0.47% | 60 |
|