Concord Wealth Partners’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
$26.7K Buy
2025
Q1
$22.1K Sell
2024
Q4
$24.4K Buy
2024
Q3
$14.2K Buy
2021
Q2
Sell
2021
Q1
$1K Sell
2020
Q4
$5K Buy