Empirical Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Empirical Wealth Management’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.7M	Sell	205,418 -933	-0.5%	-$146K	0.46%	39
2026 Q1	$30.1M	Sell	206,351 -4,966	-2%	-$751K	0.52%	31
2025 Q4	$30.3M	Sell	211,317 -2,743	-1%	-$391K	0.54%	33
2025 Q3	$30.5M	Sell	214,060 -903	-0.4%	-$125K	0.61%	27
2025 Q2	$28.9M	Sell	214,963 -3,724	-2%	-$459K	0.65%	28
2025 Q1	$25.3M	Buy	218,687 +1,174	+0.5%	+$136K	0.65%	27
2024 Q4	$24.9M	Buy	217,513 +4,232	+2%	+$508K	0.68%	28
2024 Q3	$26.9M	Sell	213,281 -7,639	-3%	-$921K	0.76%	25
2024 Q2	$26M	Sell	220,920 -375	-0.2%	-$44K	0.78%	26
2024 Q1	$25.9M	Sell	221,295 -886	-0.4%	-$100K	0.8%	24
2023 Q4	$25.6M	Sell	222,181 -3,252	-1%	-$349K	0.87%	23
2023 Q3	$23.9M	Sell	225,433 -11,604	-5%	-$1.29M	0.94%	22
2023 Q2	$26.2M	Sell	237,037 -21,870	-8%	-$2.41M	1.06%	20
2023 Q1	$28.3M	Buy	258,907 +15,488	+6%	+$1.68M	1.23%	20
2022 Q4	$25M	Buy	243,419 +22,258	+10%	+$2.24M	1.18%	21
2022 Q3	$20.5M	Buy	221,161 +23,597	+12%	+$2.45M	1.08%	21
2022 Q2	$20.4M	Buy	197,564 +16,815	+9%	+$1.91M	1.07%	21
2022 Q1	$22.4M	Sell	180,749 -2,017	-1%	-$253K	1.12%	22
2021 Q4	$24.5M	Buy	182,766 +20,396	+13%	+$2.76M	1.22%	20
2021 Q3	$21.7M	Buy	162,370 +15,432	+11%	+$2.12M	1.24%	20
2021 Q2	$20.1M	Buy	146,938 +56,908	+63%	+$7.7M	1.21%	19
2021 Q1	$11.6M	Sell	90,030 -38,544	-30%	-$4.88M	0.93%	20
2020 Q4	$15.7M	Buy	128,574 +3,683	+3%	+$417K	1.2%	18
2020 Q3	$13.2M	Sell	124,891 -16,748	-12%	-$1.75M	1.12%	18
2020 Q2	$13.7M	Buy	141,639 +32,595	+30%	+$2.91M	1.28%	15
2020 Q1	$8.53M	Buy	109,044 +63,165	+138%	+$6.28M	0.94%	22
2019 Q4	$5.1M	Buy	45,879 +5,104	+13%	+$545K	0.56%	31
2019 Q3	$4.16M	Buy	40,775 +3,521	+9%	+$361K	0.51%	35
2019 Q2	$3.92M	Buy	37,254 +745	+2%	+$77.7K	0.51%	31
2019 Q1	$3.8M	Buy	36,509 +4,598	+14%	+$468K	0.55%	29
2018 Q4	$3.02M	Buy	+31,911	New	+$3.24M	0.51%	28
2018 Q3	–	Sell	-1,827	Closed	-$211K	–	223
2018 Q2	$211K	Buy	+1,827	New	+$219K	0.04%	172
2017 Q2	–	Sell	-2,612	Closed	-$268K	–	138
2017 Q1	$268K	Buy	+2,612	New	+$260K	0.07%	110