Evermay Wealth Management’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 | $20.2K | Hold |
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|
2025
Q1 | $17.3K | Hold |
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|
2024
Q4 | $17.2K | Hold |
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|
2024
Q3 | $18.9K | Sell |
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|
2024
Q2 | $18.2K | Buy |
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|
2024
Q1 | $17.5K | Hold |
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|
2023
Q4 | $17.3K | Hold |
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|
2023
Q3 | $15.9K | Hold |
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|
2023
Q2 | $16.6K | Sell |
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|
2023
Q1 | $23.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $9K | Buy |
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