Black Diamond Financial’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 | $285K | Sell |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $333K | Hold |
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|
2024
Q4 | $330K | Buy |
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|
2024
Q3 | $234K | Hold |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $213K | Hold |
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|
2023
Q4 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Hold |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $261K | Hold |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $279K | Hold |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $833K | Buy |
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|
2019
Q4 | $891K | Sell |
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|
2019
Q3 | $899K | Sell |
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|
2019
Q2 | $935K | Sell |
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|
2019
Q1 | $965K | Buy |
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|
2018
Q4 | $892K | Buy |
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