Whitney & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-600
| Closed | -$62K | – | 459 |
|
|
2018
Q3 | $62K | Hold |
600
| – | – | 0.01% | 169 |
|
|
2018
Q2 | $69K | Hold |
600
| – | – | 0.02% | 148 |
|
|
2018
Q1 | $72K | Buy |
+600
| New | +$72K | 0.02% | 156 |
|
|
2016
Q3 | – | Sell |
-3,583
| Closed | -$334K | – | 106 |
|
|
2016
Q2 | $334K | Buy |
+3,583
| New | +$334K | 0.14% | 89 |
|