Clearstead 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 | $495K | Sell |
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|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $241K | Buy |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q2 | $172K | Buy |
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|
2024
Q1 | $170K | Buy |
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|
2023
Q4 | $127K | Sell |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $146K | Buy |
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|
2023
Q1 | $124K | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $16K | Sell |
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|
2022
Q1 | $143K | Hold |
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|
2021
Q4 | $155K | Buy |
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|
2021
Q3 | $127K | Buy |
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|
2021
Q2 | $18K | Buy |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $16K | Buy |
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|
2020
Q3 | $14K | Hold |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $10K | Buy |
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