Alera Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.49M | Sell |
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|
2024
Q2 | $3.67M | Sell |
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|
2024
Q1 | $11.9M | Sell |
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|
2023
Q4 | $13.2M | Sell |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $4.64M | Buy |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $2.29M | Buy |
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|
2022
Q3 | $1.09M | Sell |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $4.11M | Sell |
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|
2021
Q3 | $4.27M | Sell |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $5.66M | Sell |
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|
2020
Q4 | $5.41M | Sell |
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|
2020
Q3 | $4.73M | Buy |
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|
2020
Q2 | $3.29M | Buy |
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|
2020
Q1 | $1.96M | Sell |
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|
2019
Q4 | $5.4M | Buy |
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|
2019
Q3 | $3.88M | Buy |
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|
2019
Q2 | $3.91M | Buy |
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|
2019
Q1 | $3.86M | Buy |
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|
2018
Q4 | $309K | Buy |
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