Everhart Financial Group’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
Q3 | $1.16M | Sell |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $949K | Buy |
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|
2024
Q3 | $839K | Buy |
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|
2024
Q2 | $688K | Sell |
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|
2024
Q1 | $739K | Buy |
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|
2023
Q4 | $665K | Buy |
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|
2023
Q3 | $595K | Buy |
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|
2023
Q2 | $576K | Buy |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $274K | Buy |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $247K | Sell |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | $252K | Buy |
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|
2020
Q4 | $238K | Buy |
|