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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$745K Sell
2025
Q1
$1.08M Sell
2024
Q4
$1.07M Sell
2024
Q3
$1.25M Buy
2024
Q2
$1.12M Sell
2024
Q1
$1.16M Sell
2023
Q4
$1.16M Sell
2023
Q3
$1.25M Sell
2023
Q2
$1.35M Buy
2023
Q1
$1M Buy