Wolff Wiese Magana’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
Q2 | – | Sell |
-195
| Closed | -$21.3K | – | 841 |
|
2023
Q1 | $21.3K | Hold |
195
| – | – | 0.02% | 258 |
|
2022
Q4 | $20K | Hold |
195
| – | – | 0.02% | 257 |
|
2022
Q3 | $18K | Hold |
195
| – | – | 0.01% | 395 |
|
2022
Q2 | $20K | Sell |
195
-41
| -17% | -$4.21K | 0.01% | 402 |
|
2022
Q1 | $29K | Hold |
236
| – | – | 0.02% | 354 |
|
2021
Q4 | $32K | Hold |
236
| – | – | 0.02% | 348 |
|
2021
Q3 | $31K | Buy |
236
+1
| +0.4% | +$131 | 0.02% | 345 |
|
2021
Q2 | $32K | Hold |
235
| – | – | 0.02% | 342 |
|
2021
Q1 | $30K | Buy |
235
+210
| +840% | +$26.8K | 0.02% | 343 |
|
2020
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 615 |
|