Capital Advisors Ltd’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 | $62K | Hold |
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|
2025
Q2 | $58K | Hold |
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|
2025
Q1 | $50K | Hold |
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|
2024
Q4 | $50K | Hold |
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|
2024
Q3 | $55K | Hold |
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|
2024
Q2 | $51K | Sell |
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|
2024
Q1 | $186K | Hold |
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|
2023
Q4 | $183K | Hold |
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|
2023
Q3 | $169K | Hold |
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|
2023
Q2 | $176K | Hold |
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|
2023
Q1 | $174K | Hold |
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|
2022
Q4 | $164K | Buy |
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|
2022
Q3 | $108K | Buy |
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