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

EP Wealth Advisors’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
2025 Q2	$1.47M	Buy
2025 Q1	$1.25M	Sell
2024 Q4	$1.35M	Sell
2024 Q3	$2.3M	Buy
2024 Q2	$351K	Buy
2024 Q1	$330K	Sell
2023 Q4	$339K	Buy
2023 Q3	$219K	Sell
2023 Q2	$232K	Buy
2023 Q1	$333K	Buy