Choate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $2.46M | Hold |
|
|||||
|
2024
Q2 | $2.3M | Sell |
|
|||||
|
2024
Q1 | $2.35M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $5K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $305K | Buy |
|
|||||
|
2018
Q4 | $238K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $801K | Sell |
|
|||||
|
2018
Q1 | $1.72M | Sell |
|
|||||
|
2017
Q4 | $1.73M | Sell |
|
|||||
|
2017
Q3 | $1.67M | Hold |
|
|||||
|
2017
Q2 | $1.57M | Sell |
|
|||||
|
2017
Q1 | $1.56M | Sell |
|
|||||
|
2016
Q4 | $1.45M | Sell |
|
|||||
|
2016
Q3 | $1.76M | Sell |
|
|||||
|
2016
Q2 | $2.19M | Sell |
|
|||||
|
2016
Q1 | $2.32M | Sell |
|
|||||
|
2015
Q4 | $5.92M | Buy |
|
|||||
|
2015
Q3 | $3.2M | Sell |
|
|||||
|
2015
Q2 | $4.6M | Sell |
|
|||||
|
2015
Q1 | $5.56M | Sell |
|
|||||
|
2014
Q4 | $6.05M | Sell |
|
|||||
|
2014
Q3 | $7.28M | Sell |
|
|||||
|
2014
Q2 | $9M | Sell |
|
|||||
|
2014
Q1 | $11.3M | Sell |
|
|||||
|
2013
Q4 | $13.2M | Sell |
|
|||||
|
2013
Q3 | $16.9M | Sell |
|
|||||
|
2013
Q2 | $23.2M | Buy |
|