Aptus 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 Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Sell
1,413
-414
-23% -$55.6K ﹤0.01% 948
2025
Q1
$211K Buy
1,827
+197
+12% +$22.8K ﹤0.01% 864
2024
Q4
$187K Buy
1,630
+1,583
+3,368% +$181K ﹤0.01% 896
2024
Q3
$5.92K Sell
47
-29
-38% -$3.65K ﹤0.01% 1134
2024
Q2
$8.93K Sell
76
-604
-89% -$71K ﹤0.01% 1035
2024
Q1
$79.5K Buy
680
+110
+19% +$12.9K ﹤0.01% 838
2023
Q4
$65.6K Sell
570
-241
-30% -$27.7K ﹤0.01% 649
2023
Q3
$86.1K Buy
811
+762
+1,555% +$80.9K ﹤0.01% 633
2023
Q2
$5.41K Hold
49
﹤0.01% 715
2023
Q1
$5.35K Buy
49
+47
+2,350% +$5.13K ﹤0.01% 718
2022
Q4
$206 Sell
2
-2
-50% -$206 ﹤0.01% 782
2022
Q3
$0 Buy
+4
New ﹤0.01% 815
2020
Q2
Sell
-34
Closed -$2K 448
2020
Q1
$2K Hold
34
﹤0.01% 383
2019
Q4
$3K Buy
34
+1
+3% +$88 ﹤0.01% 437
2019
Q3
$3K Buy
+33
New +$3K ﹤0.01% 416