Essex Financial Services’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 | $352K | Buy |
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|
2025
Q1 | $302K | Hold |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $271K | Buy |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $316K | Hold |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $334K | Hold |
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|
2021
Q2 | $341K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $334K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $300K | Hold |
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|
2017
Q1 | $285K | Buy |
|