Arete Wealth 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
Q2 | $636K | Buy |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $789K | Buy |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $259M | Sell |
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|
2022
Q3 | $704K | Buy |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $14.5M | Buy |
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|
2021
Q4 | $14.2M | Buy |
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|
2021
Q3 | $13.7M | Buy |
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|
2021
Q2 | $13.2M | Buy |
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|
2021
Q1 | $11.5M | Buy |
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|
2020
Q4 | $9.98M | Buy |
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|
2020
Q3 | $8.52M | Buy |
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|
2020
Q2 | $2.39M | Buy |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $907K | Buy |
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|
2019
Q3 | $229K | Sell |
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|
2019
Q2 | $398K | Sell |
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|
2019
Q1 | $479K | Sell |
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|
2018
Q4 | $653K | Sell |
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|
2018
Q3 | $1.02M | Buy |
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|
2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $829K | Sell |
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|
2017
Q4 | $847K | Buy |
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|
2017
Q3 | $668K | Buy |
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