Capital Investment Advisors’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 | $366K | Buy |
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|
2025
Q2 | $278K | Buy |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $296K | Buy |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $383K | Hold |
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|
2021
Q1 | $360K | Sell |
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|
2020
Q4 | $346K | Sell |
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|
2020
Q3 | $303K | Hold |
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|
2020
Q2 | $278K | Hold |
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|
2020
Q1 | $225K | Hold |
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|
2019
Q4 | $320K | Buy |
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|
2019
Q3 | $290K | Hold |
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|
2019
Q2 | $300K | Sell |
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|
2019
Q1 | $320K | Sell |
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|
2018
Q4 | $292K | Hold |
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|
2018
Q3 | $346K | Buy |
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|
2018
Q2 | $354K | Buy |
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|
2018
Q1 | $353K | Buy |
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