EverSource Wealth Advisors’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 | $845K | Sell |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.45M | Buy |
|
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $751K | Sell |
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|
2023
Q2 | $789K | Sell |
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|
2023
Q1 | $842K | Sell |
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|
2022
Q4 | $802K | Buy |
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|
2022
Q3 | $722K | Sell |
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|
2022
Q2 | $868K | Buy |
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|
2022
Q1 | $997K | Buy |
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|
2021
Q4 | $1.04M | Buy |
|