Congress Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
19,972
+860
| +4% | +$116K | 0.03% | 511 |
|
|
2025
Q1 | $2.21M | Sell |
19,112
-246
| -1% | -$28.5K | 0.03% | 471 |
|
|
2024
Q4 | $2.22M | Sell |
19,358
-365
| -2% | -$41.8K | 0.03% | 396 |
|
|
2024
Q3 | $2.48M | Sell |
19,723
-3,541
| -15% | -$446K | 0.03% | 388 |
|
|
2024
Q2 | $2.73M | Sell |
23,264
-1,997
| -8% | -$235K | 0.04% | 313 |
|
|
2024
Q1 | $2.95M | Sell |
25,261
-3,218
| -11% | -$376K | 0.05% | 280 |
|
|
2023
Q4 | $3.28M | Sell |
28,479
-3,927
| -12% | -$452K | 0.06% | 263 |
|
|
2023
Q3 | $3.44M | Sell |
32,406
-2,558
| -7% | -$272K | 0.07% | 252 |
|
|
2023
Q2 | $3.86M | Sell |
34,964
-2,814
| -7% | -$311K | 0.09% | 218 |
|
|
2023
Q1 | $4.13M | Sell |
37,778
-3,383
| -8% | -$370K | 0.1% | 203 |
|
|
2022
Q4 | $4.23M | Buy |
41,161
+6,545
| +19% | +$673K | 0.11% | 195 |
|
|
2022
Q3 | $3.21M | Buy |
34,616
+6,772
| +24% | +$628K | 0.09% | 222 |
|
|
2022
Q2 | $2.87M | Sell |
27,844
-503
| -2% | -$51.9K | 0.07% | 244 |
|
|
2022
Q1 | $3.51M | Sell |
28,347
-542
| -2% | -$67.2K | 0.08% | 250 |
|
|
2021
Q4 | $3.87M | Buy |
+28,889
| New | +$3.87M | 0.08% | 249 |
|