Strategic Financial Planning, Inc. VSS Holdings History
Strategic Financial Planning, Inc.'s Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 77,219.00 shares of Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS), totaling $8.93 Mil. This investment constitutes 6.15% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0.11% of the outstanding Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS) stock.
The initial trade took place in 2019Q4. And since then Strategic Financial Planning, Inc. has made 15 purchases of VSS, at an average price of $106.21, for a total of 118,845.00 shares. In addition, there have been 5 sales at an average price of $95.98 for 41,626.00 shares. Based on historical transaction data and VSS's current price of $136.72, Strategic Financial Planning, Inc.'s estimated gain on his VSS holdings is $1.93 Mil, reflecting a 15.29% gain to date.
Strategic Financial Planning, Inc. VSS ($136.72) Holding Chart
Strategic Financial Planning, Inc. VSS ($136.72) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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