Elevation 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 | $35.6K | Buy |
|
|||||
|
2025
Q2 | $33.4K | Buy |
|
|||||
|
2025
Q1 | $28.6K | Sell |
|
|||||
|
2024
Q4 | $56.6K | Buy |
|
|||||
|
2024
Q3 | $60.9K | Buy |
|
|||||
|
2024
Q2 | $56.6K | Buy |
|
|||||
|
2024
Q1 | $55.9K | Buy |
|
|||||
|
2023
Q4 | $49.9K | Hold |
|
|||||
|
2023
Q3 | $49.9K | Buy |
|
|||||
|
2023
Q2 | $51.6K | Buy |
|
|||||
|
2023
Q1 | $50.6K | Buy |
|