Appleton Partners’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
$587K Buy
2025
Q1
$478K Hold
2024
Q4
$474K Hold
2024
Q3
$521K Hold
2024
Q2
$486K Hold
2024
Q1
$483K Sell
2023
Q4
$478K Buy
2023
Q3
$440K Buy