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