Capital Advisors Inc’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
Q2 | $277K | Sell |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $2.14M | Sell |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $2.75M | Sell |
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|
2023
Q1 | $2.79M | Buy |
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|
2022
Q4 | $2.48M | Sell |
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.69M | Sell |
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|
2022
Q1 | $3.36M | Sell |
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|
2021
Q4 | $5.25M | Sell |
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|
2021
Q3 | $5.6M | Sell |
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|
2021
Q2 | $5.73M | Buy |
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|
2021
Q1 | $5.17M | Buy |
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|
2020
Q4 | $4.19M | Buy |
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|
2020
Q3 | $3.46M | Buy |
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|
2020
Q2 | $3.14M | Sell |
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|
2020
Q1 | $2.76M | Sell |
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|
2019
Q4 | $4.14M | Buy |
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|
2019
Q3 | $3.52M | Hold |
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|
2019
Q2 | $3.52M | Buy |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $3.75M | Sell |
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|
2018
Q3 | $4.8M | Sell |
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|
2018
Q2 | $5.18M | Buy |
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|
2018
Q1 | $5.22M | Buy |
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|
2017
Q4 | $3.65M | Buy |
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|
2017
Q3 | $2.83M | Buy |
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|
2017
Q2 | $1.77M | Buy |
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|
2017
Q1 | $613K | Buy |
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