Falcon Wealth Planning’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 | $2.69M | Sell |
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|
2025
Q2 | $2.72M | Sell |
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|
2025
Q1 | $2.42M | Sell |
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|
2024
Q4 | $3.02M | Sell |
|
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|
2024
Q3 | $3.53M | Sell |
|
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|
2024
Q2 | $8.25M | Sell |
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|
2024
Q1 | $14.3M | Sell |
|
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|
2023
Q4 | $21.6M | Sell |
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|
2023
Q3 | $21M | Buy |
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|
2023
Q2 | $20M | Buy |
|
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|
2023
Q1 | $18.6M | Buy |
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|
2022
Q4 | $15.9M | Buy |
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|
2022
Q3 | $13.2M | Buy |
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|
2022
Q2 | $12.6M | Buy |
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|
2022
Q1 | $13.6M | Buy |
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|
2021
Q4 | $12.9M | Buy |
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|
2021
Q3 | $11.5M | Buy |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $9.06M | Buy |
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|
2020
Q4 | $7.92M | Buy |
|