EP Wealth Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
10,922
+105
| +1% | +$14.1K | 0.01% | 481 |
|
|
2025
Q1 | $1.25M | Sell |
10,817
-934
| -8% | -$108K | 0.01% | 452 |
|
|
2024
Q4 | $1.35M | Sell |
11,751
-6,478
| -36% | -$742K | 0.01% | 427 |
|
|
2024
Q3 | $2.3M | Buy |
18,229
+15,245
| +511% | +$1.92M | 0.02% | 333 |
|
|
2024
Q2 | $351K | Buy |
2,984
+162
| +6% | +$19K | ﹤0.01% | 610 |
|
|
2024
Q1 | $330K | Sell |
2,822
-123
| -4% | -$14.4K | ﹤0.01% | 602 |
|
|
2023
Q4 | $339K | Buy |
2,945
+883
| +43% | +$102K | ﹤0.01% | 583 |
|
|
2023
Q3 | $219K | Sell |
2,062
-6,033
| -75% | -$641K | ﹤0.01% | 643 |
|
|
2023
Q2 | $232K | Buy |
8,095
+6,358
| +366% | +$182K | ﹤0.01% | 621 |
|
|
2023
Q1 | $333K | Buy |
+1,737
| New | +$333K | 0.01% | 466 |
|