AllSquare 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 | $1.56M | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.41M | Hold |
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|
2024
Q3 | $1.55M | Hold |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $885K | Buy |
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|
2020
Q4 | $816K | Sell |
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|
2020
Q3 | $711K | Sell |
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|
2020
Q2 | $688K | Buy |
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|
2020
Q1 | $439K | Sell |
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|
2019
Q4 | $644K | Buy |
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|
2019
Q3 | $558K | Buy |
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|
2019
Q2 | $543K | Buy |
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|
2019
Q1 | $509K | Buy |
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|
2018
Q4 | $455K | Sell |
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|
2018
Q3 | $599K | Buy |
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|
2018
Q2 | $600K | Buy |
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|
2018
Q1 | $510K | Buy |
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|
2017
Q4 | $474K | Hold |
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|
2017
Q3 | $457K | Hold |
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|
2017
Q2 | $430K | Hold |
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|
2017
Q1 | $408K | Hold |
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|
2016
Q4 | $374K | Hold |
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|
2016
Q3 | $396K | Hold |
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|
2016
Q2 | $370K | Hold |
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|
2016
Q1 | $371K | Sell |
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|
2015
Q4 | $400K | Hold |
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|
2015
Q3 | $390K | Hold |
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|
2015
Q2 | $439K | Sell |
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|
2015
Q1 | $444K | Hold |
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|
2014
Q4 | $426K | Buy |
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