Forvis Mazars 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
Q1 | – | Sell |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $707K | Hold |
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|
2024
Q2 | $659K | Sell |
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|
2024
Q1 | $677K | Sell |
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|
2023
Q4 | $709K | Sell |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.64M | Sell |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.56M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $544K | Sell |
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|
2015
Q3 | $599K | Sell |
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|
2015
Q2 | $883K | Sell |
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|
2015
Q1 | $1.12M | Sell |
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|
2014
Q4 | $1.14M | Buy |
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|
2014
Q3 | $1.22M | Sell |
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|
2014
Q2 | $1.36M | Sell |
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|
2014
Q1 | $1.32M | Sell |
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|
2013
Q4 | $1.28M | Buy |
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|
2013
Q3 | $1.24M | Buy |
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