Chicago Partners Investment Group’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 | $444K | Sell |
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|
2025
Q2 | $478K | Buy |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $410K | Sell |
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|
2024
Q3 | $449K | Sell |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $499K | Buy |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $395K | Buy |
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|
2022
Q2 | $424K | Buy |
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|
2022
Q1 | $422K | Hold |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $516K | Buy |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | $466K | Hold |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $385K | Buy |
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|
2020
Q2 | $375K | Sell |
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|
2020
Q1 | $331K | Hold |
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|
2019
Q4 | $442K | Buy |
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|
2019
Q3 | $401K | Buy |
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|
2019
Q2 | $399K | Buy |
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|
2019
Q1 | $404K | Buy |
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|
2018
Q4 | $374K | Buy |
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|
2018
Q3 | $367K | Buy |
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|
2018
Q2 | $429K | Sell |
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|
2018
Q1 | $489K | Buy |
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|
2017
Q4 | $489K | Buy |
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|
2017
Q3 | $465K | Buy |
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|
2017
Q2 | $48K | Sell |
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|
2017
Q1 | $390K | Buy |
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|
2016
Q4 | $87K | Sell |
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|
2016
Q3 | $120K | Sell |
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|
2016
Q2 | $170K | Buy |
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|
2016
Q1 | $170K | Sell |
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|
2015
Q4 | $219K | Sell |
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|
2015
Q3 | $391K | Buy |
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|
2015
Q2 | $437K | Sell |
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|
2015
Q1 | $595K | Sell |
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|
2014
Q4 | $709K | Buy |
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