Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.2M | Sell |
|
|||||
|
2025
Q2 | $11.2M | Sell |
|
|||||
|
2025
Q1 | $9.87M | Sell |
|
|||||
|
2024
Q4 | $10.4M | Sell |
|
|||||
|
2024
Q3 | $11.7M | Sell |
|
|||||
|
2024
Q2 | $12.6M | Sell |
|
|||||
|
2024
Q1 | $24M | Buy |
|
|||||
|
2023
Q4 | $22.5M | Buy |
|
|||||
|
2023
Q3 | $19.6M | Buy |
|
|||||
|
2023
Q2 | $20M | Sell |
|
|||||
|
2023
Q1 | $19.8M | Buy |
|
|||||
|
2022
Q4 | $18.4M | Buy |
|
|||||
|
2022
Q3 | $16.2M | Buy |
|
|||||
|
2022
Q2 | $9.17M | Buy |
|
|||||
|
2022
Q1 | $4.46M | Buy |
|
|||||
|
2021
Q4 | $1.39M | Buy |
|