BerganKDV 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
Q1 | – | Sell |
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|
2022
Q4 | $3.8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $39K | Buy |
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|
2021
Q2 | $2K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $44K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $22K | Sell |
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|
2019
Q3 | $137K | Hold |
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|
2019
Q2 | $142K | Hold |
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|
2019
Q1 | $140K | Hold |
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|
2018
Q4 | $127K | Hold |
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|
2018
Q3 | $151K | Hold |
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|
2018
Q2 | $155K | Buy |
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