Crewe 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 | $23K | Sell |
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|
2025
Q1 | $157K | Hold |
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|
2024
Q4 | $156K | Hold |
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|
2024
Q3 | $171K | Sell |
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|
2024
Q2 | $165K | Hold |
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|
2024
Q1 | $164K | Sell |
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|
2023
Q4 | $162K | Buy |
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|
2023
Q3 | $149K | Hold |
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|
2023
Q2 | $155K | Hold |
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|
2023
Q1 | $154K | Buy |
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|
2022
Q4 | $138K | Buy |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $103K | Hold |
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|
2022
Q1 | $124K | Hold |
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|
2021
Q4 | $134K | Hold |
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|
2021
Q3 | $133K | Hold |
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|
2021
Q2 | $136K | Hold |
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|
2021
Q1 | $128K | Hold |
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|
2020
Q4 | $121K | Hold |
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|
2020
Q3 | $105K | Buy |
|