Avidian Wealth Enterprises’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 | $745K | Sell |
5,541
-3,780
| -41% | -$508K | 0.03% | 249 |
|
|
2025
Q1 | $1.08M | Sell |
9,321
-43
| -0.5% | -$4.97K | 0.05% | 186 |
|
|
2024
Q4 | $1.07M | Sell |
9,364
-577
| -6% | -$66.1K | 0.05% | 176 |
|
|
2024
Q3 | $1.25M | Buy |
9,941
+383
| +4% | +$48.2K | 0.06% | 156 |
|
|
2024
Q2 | $1.12M | Sell |
9,558
-371
| -4% | -$43.6K | 0.05% | 163 |
|
|
2024
Q1 | $1.16M | Sell |
9,929
-175
| -2% | -$20.4K | 0.06% | 146 |
|
|
2023
Q4 | $1.16M | Sell |
10,104
-1,712
| -14% | -$197K | 0.07% | 150 |
|
|
2023
Q3 | $1.25M | Sell |
11,816
-400
| -3% | -$42.5K | 0.09% | 140 |
|
|
2023
Q2 | $1.35M | Buy |
12,216
+3,032
| +33% | +$335K | 0.09% | 151 |
|
|
2023
Q1 | $1M | Buy |
+9,184
| New | +$1M | 0.06% | 199 |
|