Colony 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
2023
Q3
$457K Hold
2023
Q2
$476K Hold
2023
Q1
$470K Hold
2022
Q4
$443K Buy
2016
Q1
Sell
2015
Q4
$158K Hold
2015
Q3
$154K Sell
2015
Q2
$336K Sell
2015
Q1
$457K Sell
2014
Q4
$650K Sell
2014
Q3
$1.74M Buy
2014
Q2
$511K Buy