Bogart Wealth LLC’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 | $24.5K | Sell |
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|
2025
Q2 | $29.5K | Buy |
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|
2025
Q1 | $19.4K | Hold |
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|
2024
Q4 | $19.2K | Buy |
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|
2024
Q3 | $21.1K | Hold |
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|
2024
Q2 | $19.6K | Hold |
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|
2024
Q1 | $19.5K | Hold |
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|
2023
Q4 | $19.2K | Hold |
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|
2023
Q3 | $17.7K | Hold |
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|
2023
Q2 | $18.4K | Buy |
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|
2023
Q1 | $18.2K | Hold |
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|
2022
Q4 | $17.1K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Buy |
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|
2021
Q2 | $2K | Sell |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $42K | Hold |
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|
2020
Q3 | $36K | Buy |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Buy |
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