Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $267K | Hold |
|
|||||
|
2023
Q3 | $247K | Hold |
|
|||||
|
2023
Q2 | $257K | Hold |
|
|||||
|
2023
Q1 | $254K | Hold |
|
|||||
|
2022
Q4 | $239K | Hold |
|
|||||
|
2022
Q3 | $216K | Buy |
|
|||||
|
2022
Q2 | $237K | Sell |
|
|||||
|
2022
Q1 | $288K | Hold |
|
|||||
|
2021
Q4 | $311K | Sell |
|
|||||
|
2021
Q3 | $317K | Buy |
|
|||||
|
2021
Q2 | $314K | Hold |
|
|||||
|
2021
Q1 | $295K | Hold |
|
|||||
|
2020
Q4 | $280K | Sell |
|
|||||
|
2020
Q3 | $250K | Buy |
|
|||||
|
2020
Q2 | $222K | Hold |
|
|||||
|
2020
Q1 | $180K | Buy |
|
|||||
|
2019
Q3 | $234K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $6K | Buy |
|