Dynamic Advisor Solutions’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 | $227K | Sell |
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|
2025
Q2 | $253K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $649K | Sell |
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|
2024
Q2 | $628K | Buy |
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|
2024
Q1 | $621K | Buy |
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|
2023
Q4 | $570K | Buy |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $983K | Buy |
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|
2022
Q2 | $981K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $949K | Sell |
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|
2021
Q3 | $952K | Buy |
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|
2021
Q2 | $802K | Buy |
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|
2021
Q1 | $670K | Buy |
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|
2020
Q4 | $610K | Buy |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $284K | Buy |
|