Baystate Wealth Management’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 | $339K | Buy |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $425K | Buy |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $199K | Buy |
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|
2021
Q2 | $203K | Buy |
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|
2021
Q1 | $190K | Sell |
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|
2020
Q4 | $183K | Buy |
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|
2020
Q3 | $157K | Sell |
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|
2020
Q2 | $145K | Sell |
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|
2020
Q1 | $244K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $6K | Sell |
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|
2018
Q1 | $18K | Sell |
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|
2017
Q4 | $19K | Buy |
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