Dakota 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
$213K Buy
+1,584
New +$213K ﹤0.01% 716
2024
Q4
Sell
-1,631
Closed -$205K 791
2024
Q3
$205K Buy
+1,631
New +$205K ﹤0.01% 677