Fusion Family Wealth’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 | $14.4M | Sell |
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|
2025
Q1 | $19.4M | Sell |
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|
2024
Q4 | $39.8M | Buy |
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|
2024
Q3 | $42.5M | Buy |
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|
2024
Q2 | $37.4M | Buy |
|
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|
2024
Q1 | $34.2M | Buy |
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|
2023
Q4 | $31.7M | Sell |
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|
2023
Q3 | $32.2M | Buy |
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|
2023
Q2 | $33.1M | Buy |
|
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|
2023
Q1 | $31.8M | Buy |
|
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|
2022
Q4 | $29.5M | Sell |
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|
2022
Q3 | $40.5M | Sell |
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|
2022
Q2 | $32.3M | Buy |
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|
2022
Q1 | $34.8M | Sell |
|
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|
2021
Q4 | $39.9M | Sell |
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|
2021
Q3 | $40.5M | Buy |
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|
2021
Q2 | $38.9M | Buy |
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|
2021
Q1 | $36.6M | Buy |
|
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|
2020
Q4 | $32.3M | Sell |
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|
2020
Q3 | $28.4M | Buy |
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|
2020
Q2 | $22.6M | Sell |
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|
2020
Q1 | $18.9M | Buy |
|
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|
2019
Q4 | $23M | Sell |
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|
2019
Q3 | $21.2M | Buy |
|
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|
2019
Q2 | $21.2M | Buy |
|
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|
2019
Q1 | $19.8M | Buy |
|
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|
2018
Q4 | $16.6M | Buy |
|
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|
2018
Q3 | $19.6M | Buy |
|
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|
2018
Q2 | $19.5M | Buy |
|
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|
2018
Q1 | $20.1M | Buy |
|
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|
2017
Q4 | $18.6M | Buy |
|
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|
2017
Q3 | $15.9M | Buy |
|
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|
2017
Q2 | $14M | Buy |
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|
2017
Q1 | $12.6M | Buy |
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|
2016
Q4 | $1.43M | Buy |
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