Destiny 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
Q3 | $266K | Buy |
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|
2025
Q2 | $242K | Hold |
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $206K | Hold |
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|
2024
Q3 | $227K | Hold |
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|
2024
Q2 | $212K | Hold |
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|
2024
Q1 | $210K | Hold |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $185K | Hold |
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|
2022
Q3 | $167K | Hold |
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|
2022
Q2 | $186K | Hold |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $19K | Buy |
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