Allegheny Financial Group’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
Q3
$457K Buy
2025
Q2
$325K Buy
2025
Q1
Sell
2024
Q4
$295K Buy
2024
Q2
Sell
2024
Q1
$345K Buy
2023
Q4
$293K Buy
2023
Q2
Sell
2023
Q1
$295K Sell
2022
Q4
$283K Buy
2022
Q3
$252K Sell
2022
Q2
$287K Buy
2022
Q1
$343K Buy
2021
Q4
$364K Buy
2021
Q3
$359K Buy
2021
Q2
$366K Buy
2021
Q1
Sell
2020
Q4
$329K Buy