Cedar Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $50K | Hold |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $46K | Hold |
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|
2020
Q3 | $39K | Sell |
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|
2020
Q2 | $38K | Sell |
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|
2020
Q1 | $502K | Buy |
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|
2019
Q4 | $622K | Buy |
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|
2019
Q3 | $314K | Buy |
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|
2019
Q2 | $206K | Buy |
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|
2019
Q1 | $141K | Buy |
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|
2018
Q4 | $5K | Buy |
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|
2018
Q3 | $1K | Buy |
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|
2018
Q2 | $0 | Sell |
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|
2018
Q1 | $182K | Hold |
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|
2017
Q4 | $182K | Sell |
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|
2017
Q3 | $258K | Sell |
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|
2017
Q2 | $459K | Hold |
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|
2017
Q1 | $436K | Hold |
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|
2016
Q4 | $399K | Hold |
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|
2016
Q3 | $422K | Hold |
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|
2016
Q2 | $395K | Hold |
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|
2016
Q1 | $396K | Hold |
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|
2015
Q4 | $394K | Buy |
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