Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $1.04M | Hold |
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|
2021
Q4 | $1.13M | Buy |
|
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|
2021
Q3 | $371K | Hold |
|
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|
2021
Q2 | $378K | Sell |
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|
2021
Q1 | $464K | Sell |
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|
2020
Q4 | $675K | Sell |
|
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|
2020
Q3 | $615K | Sell |
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|
2020
Q2 | $642K | Sell |
|
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|
2020
Q1 | $835K | Sell |
|
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|
2019
Q4 | $3.64M | Sell |
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|
2019
Q3 | $3.37M | Buy |
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|
2019
Q2 | $3.44M | Buy |
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|
2019
Q1 | $3.4M | Buy |
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|
2018
Q4 | $1.9M | Buy |
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|
2018
Q3 | $2M | Sell |
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|
2018
Q2 | $2.1M | Sell |
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|
2018
Q1 | $2.23M | Sell |
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|
2017
Q4 | $2.24M | Sell |
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|
2017
Q3 | $2.21M | Sell |
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|
2017
Q2 | $2.09M | Sell |
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|
2017
Q1 | $2.01M | Sell |
|
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|
2016
Q4 | $1.87M | Sell |
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|
2016
Q3 | $2.04M | Sell |
|
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|
2016
Q2 | $1.93M | Sell |
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|
2016
Q1 | $2M | Buy |
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|
2015
Q4 | $747K | Buy |
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|
2015
Q3 | $660K | Hold |
|
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|
2015
Q2 | $742K | Buy |
|
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|
2015
Q1 | $722K | Buy |
|
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|
2014
Q4 | $529K | Hold |
|
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|
2014
Q3 | $567K | Hold |
|
|||||
|
2014
Q2 | $617K | Sell |
|
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|
2014
Q1 | $617K | Hold |
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|
2013
Q4 | $594K | Sell |
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|
2013
Q3 | $591K | Buy |
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|
2013
Q2 | $524K | Buy |
|