Annis Gardner Whiting Capital 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
2025
Q3
$442K Sell
2025
Q2
$429K Sell
2025
Q1
$466K Sell
2024
Q4
$677K Buy
2024
Q3
$525K Buy
2024
Q2
$318K Buy
2024
Q1
$130K Buy
2023
Q4
$105K Hold
2023
Q3
$97.3K Buy