Ascent Group’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 | $2.18M | Sell |
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|
2025
Q1 | $2.51M | Buy |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $376K | Buy |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $437K | Buy |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $518K | Buy |
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