CWP
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Concord Wealth Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Concord Wealth Partners’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-78
Closed -$11.2K – 775
2025
Q4 		$11.2K Hold
78
– – ﹤0.01% 519
2025
Q3 		$11.1K Sell
78
-121
-61% -$16.8K ﹤0.01% 522
2025
Q2 		$26.7K Buy
199
+8
+4% +$987 ﹤0.01% 429
2025
Q1 		$22.1K Sell
191
-22
-10% -$2.56K ﹤0.01% 424
2024
Q4 		$24.4K Buy
213
+100
+88% +$12K ﹤0.01% 428
2024
Q3 		$14.2K Buy
+113
New +$13.6K ﹤0.01% 514
2021
Q2 		– Sell
-5
Closed -$1K – 1109
2021
Q1 		$1K Sell
5
-39
-89% -$4.94K ﹤0.01% 970
2020
Q4 		$5K Buy
+44
New +$4.98K ﹤0.01% 425

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