AP
Appleton Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Buy |
4,370
+233
| +6% | +$31.3K | 0.04% | 171 |
|
|
2025
Q1 | $478K | Hold |
4,137
| – | – | 0.04% | 178 |
|
|
2024
Q4 | $474K | Hold |
4,137
| – | – | 0.04% | 181 |
|
|
2024
Q3 | $521K | Hold |
4,137
| – | – | 0.04% | 171 |
|
|
2024
Q2 | $486K | Hold |
4,137
| – | – | 0.04% | 179 |
|
|
2024
Q1 | $483K | Sell |
4,137
-15
| -0.4% | -$1.75K | 0.04% | 187 |
|
|
2023
Q4 | $478K | Buy |
4,152
+11
| +0.3% | +$1.27K | 0.04% | 196 |
|
|
2023
Q3 | $440K | Buy |
+4,141
| New | +$440K | 0.04% | 198 |
|