Elm Advisors’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
Q1 | $311K | Sell |
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|
2021
Q4 | $1.09M | Hold |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $969K | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.03M | Buy |
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|
2020
Q1 | $790K | Buy |
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|
2019
Q4 | $793K | Buy |
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|
2019
Q3 | $699K | Hold |
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|
2019
Q2 | $722K | Hold |
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|
2019
Q1 | $714K | Buy |
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|
2018
Q4 | $570K | Buy |
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|
2018
Q3 | $542K | Hold |
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|
2018
Q2 | $558K | Hold |
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|
2018
Q1 | $577K | Hold |
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|
2017
Q4 | $576K | Sell |
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|
2017
Q3 | $573K | Hold |
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|
2017
Q2 | $539K | Hold |
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|
2017
Q1 | $512K | Buy |
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|
2016
Q4 | $450K | Hold |
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|
2016
Q3 | $476K | Hold |
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|
2016
Q2 | $445K | Buy |
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|
2016
Q1 | $400K | Buy |
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|
2015
Q4 | $324K | Hold |
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|
2015
Q3 | $316K | Hold |
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|
2015
Q2 | $355K | Buy |
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|
2015
Q1 | $208K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $204K | Hold |
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|
2014
Q2 | $222K | Hold |
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|
2014
Q1 | $214K | Buy |
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