WMWM
Whitaker-Myers Wealth Managers’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77M | Buy |
72,725
+12,004
| +20% | +$1.61M | 2.46% | 15 |
|
|
2025
Q1 | $7.02M | Buy |
60,721
+3,827
| +7% | +$442K | 1.97% | 16 |
|
|
2024
Q4 | $6.51M | Buy |
56,894
+9,771
| +21% | +$1.12M | 1.9% | 16 |
|
|
2024
Q3 | $5.94M | Buy |
47,123
+5,575
| +13% | +$702K | 1.97% | 15 |
|
|
2024
Q2 | $4.88M | Buy |
41,548
+23,252
| +127% | +$2.73M | 1.8% | 15 |
|
|
2024
Q1 | $2.14M | Buy |
18,296
+3,512
| +24% | +$410K | 0.9% | 16 |
|
|
2023
Q4 | $1.7M | Buy |
14,784
+1,072
| +8% | +$123K | 0.85% | 20 |
|
|
2023
Q3 | $1.46M | Buy |
+13,712
| New | +$1.46M | 0.9% | 21 |
|