Beacon Pointe Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
13,902
+143
| +1% | +$19.2K | 0.02% | 496 |
|
|
2025
Q1 | $1.59M | Sell |
13,759
-62
| -0.4% | -$7.17K | 0.02% | 514 |
|
|
2024
Q4 | $1.58M | Buy |
13,821
+37
| +0.3% | +$4.24K | 0.02% | 514 |
|
|
2024
Q3 | $1.74M | Sell |
13,784
-383
| -3% | -$48.2K | 0.02% | 497 |
|
|
2024
Q2 | $1.66M | Buy |
14,167
+807
| +6% | +$94.8K | 0.02% | 514 |
|
|
2024
Q1 | $1.56M | Sell |
13,360
-77
| -0.6% | -$9K | 0.02% | 550 |
|
|
2023
Q4 | $1.55M | Buy |
13,437
+7,545
| +128% | +$868K | 0.02% | 540 |
|
|
2023
Q3 | $626K | Sell |
5,892
-299
| -5% | -$31.8K | 0.01% | 784 |
|
|
2023
Q2 | $684K | Buy |
6,191
+8
| +0.1% | +$884 | 0.01% | 622 |
|
|
2023
Q1 | $675K | Sell |
6,183
-336
| -5% | -$36.7K | 0.01% | 661 |
|
|
2022
Q4 | $670K | Buy |
6,519
+277
| +4% | +$28.5K | 0.01% | 603 |
|
|
2022
Q3 | $580K | Buy |
6,242
+693
| +12% | +$64.4K | 0.01% | 596 |
|
|
2022
Q2 | $572K | Sell |
5,549
-2,042
| -27% | -$210K | 0.01% | 600 |
|
|
2022
Q1 | $940K | Buy |
+7,591
| New | +$940K | 0.01% | 639 |
|