CIBC Private Wealth 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
Q2 | $1.6M | Buy |
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|
2025
Q1 | $756K | Buy |
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|
2024
Q4 | $769K | Sell |
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|
2024
Q3 | $905K | Buy |
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|
2024
Q2 | $813K | Buy |
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|
2024
Q1 | $697K | Sell |
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|
2023
Q4 | $810K | Buy |
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|
2023
Q3 | $600K | Buy |
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|
2023
Q2 | $476K | Sell |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $449K | Sell |
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|
2022
Q1 | $661K | Buy |
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|
2021
Q4 | $639K | Sell |
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|
2021
Q3 | $648K | Buy |
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|
2021
Q2 | $651K | Hold |
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|
2021
Q1 | $613K | Buy |
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|
2020
Q4 | $576K | Sell |
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|
2020
Q3 | $520K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $525K | Sell |
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|
2019
Q3 | $486K | Sell |
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|
2019
Q2 | $522K | Buy |
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|
2019
Q1 | $514K | Sell |
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|
2018
Q4 | $475K | Buy |
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|
2018
Q3 | $554K | Hold |
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|
2018
Q2 | $570K | Hold |
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|
2018
Q1 | $588K | Hold |
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|
2017
Q4 | $588K | Hold |
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|
2017
Q3 | $567K | Buy |
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