Compass Ion 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
Q2
$2.12M Buy
2025
Q1
$1.82M Sell
2024
Q4
$1.99M Sell
2024
Q3
$2.28M Sell
2024
Q2
$2.28M Hold
2024
Q1
$2.28M Sell
2023
Q4
$2.44M Sell
2023
Q3
$2.26M Buy