Family Wealth Partners’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
$2.64M Sell
2025
Q2
$2.51M Sell
2025
Q1
$2.28M Buy
2024
Q4
$2.26M Buy
2024
Q3
$2.4M Sell
2024
Q2
$2.25M Buy
2024
Q1
$2.12M Sell
2023
Q4
$2.29M Buy