Encompass Wealth 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
2025
Q2
$905K Buy
2025
Q1
$767K Buy
2024
Q4
$736K Buy
2024
Q3
$803K Buy
2024
Q2
$717K Buy
2024
Q1
$713K Sell
2023
Q4
$785K Buy
2023
Q3
$704K Buy
2023
Q2
$690K Buy
2023
Q1
$678K Buy
2022
Q4
$626K Sell
2022
Q3
$621K Sell
2022
Q2
$1.11M Sell
2022
Q1
$1.82M Buy
2021
Q4
$1.46M Buy
2021
Q3
$1.4M Buy
2021
Q2
$1.39M Buy
2021
Q1
$1.28M Buy
2020
Q4
$654K Buy