Financial Perspectives’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 | $42.2K | Hold |
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|
2025
Q2 | $39.7K | Buy |
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|
2025
Q1 | $20.2K | Hold |
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|
2024
Q4 | $20K | Hold |
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|
2024
Q3 | $22K | Hold |
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|
2024
Q2 | $20.6K | Hold |
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|
2024
Q1 | $20.4K | Hold |
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|
2023
Q4 | $20.1K | Hold |
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|
2023
Q3 | $18.6K | Hold |
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|
2023
Q2 | $19.3K | Hold |
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|
2023
Q1 | $19.1K | Hold |
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|
2022
Q4 | $18K | Hold |
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|
2022
Q3 | $16.2K | Hold |
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|
2022
Q2 | $18.1K | Hold |
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|
2022
Q1 | $21.7K | Hold |
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|
2021
Q4 | $23.4K | Hold |
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|
2021
Q3 | $23.4K | Hold |
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|
2021
Q2 | $23.9K | Sell |
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|
2021
Q1 | $175K | Buy |
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|
2020
Q4 | $21.3K | Hold |
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|
2020
Q3 | $18.4K | Hold |
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|
2020
Q2 | $16.9K | Hold |
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|
2020
Q1 | $13.7K | Hold |
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|
2019
Q4 | $19.4K | Buy |
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