AE Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $2.05M | Buy |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $587K | Buy |
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|
2022
Q2 | $594K | Sell |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $2.21M | Buy |
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|
2021
Q3 | $1.76M | Sell |
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|
2021
Q2 | $3.48M | Buy |
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|
2021
Q1 | $2.06M | Buy |
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|
2020
Q4 | $581K | Buy |
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|
2020
Q3 | $487K | Sell |
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|
2020
Q2 | $2.23M | Buy |
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