AWM
VSS icon

Avior Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Avior Wealth Management’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.2M Sell
46,689
-2,005
-4% -$315K 0.19% 110
2026
Q1 		$7.1M Sell
48,694
-271
-0.6% -$41K 0.2% 102
2025
Q4 		$7.02M Buy
48,965
+1,162
+2% +$165K 0.22% 88
2025
Q3 		$6.81M Buy
47,803
+940
+2% +$130K 0.22% 84
2025
Q2 		$6.3M Sell
46,863
-172
-0.4% -$21.2K 0.22% 83
2025
Q1 		$5.44M Sell
47,035
-308
-0.7% -$35.8K 0.21% 86
2024
Q4 		$5.42M Buy
47,343
+45,237
+2,148% +$5.44M 0.2% 91
2024
Q3 		$265K Buy
2,106
+10
+0.5% +$1.21K 0.01% 624
2024
Q2 		$246K Buy
2,096
+2,042
+3,781% +$240K 0.01% 620
2024
Q1 		$6.31K Buy
+54
New +$6.11K ﹤0.01% 2016
2023
Q2 		– Sell
-18
Closed -$1.97K – 1685
2023
Q1 		$1.97K Buy
+18
New +$1.96K ﹤0.01% 1389
2022
Q4 		– Sell
-98
Closed -$9K – 1339
2022
Q3 		$9K Buy
98
+5
+5% +$520 ﹤0.01% 873
2022
Q2 		$9K Hold
93
– – ﹤0.01% 792
2022
Q1 		$11K Sell
93
-20
-18% -$2.51K ﹤0.01% 822
2021
Q4 		$15K Sell
113
-409
-78% -$55.3K ﹤0.01% 757
2021
Q3 		$69K Buy
522
+340
+187% +$46.8K 0.01% 528
2021
Q2 		$24K Buy
182
+129
+243% +$17.5K ﹤0.01% 629
2021
Q1 		$6K Buy
+53
New +$6.71K ﹤0.01% 818
2016
Q3 		– Sell
-1,035
Closed -$96K – 500
2016
Q2 		$96K Hold
1,035
– – 0.04% 161
2016
Q1 		$97K Buy
+1,035
New +$90.9K 0.04% 154

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