Wipfli Financial 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
Q3
$574K Buy
6,189
+2,838
+85% +$263K 0.04% 196
2022
Q2
$346K Sell
3,351
-79
-2% -$8.15K 0.04% 72
2022
Q1
$425K Buy
+3,430
New +$425K 0.04% 65