GeoWealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.9K Sell
178
-159
-47% -$21.4K ﹤0.01% 1039
2025
Q1
$39K Sell
337
-57
-14% -$6.59K ﹤0.01% 920
2024
Q4
$45.1K Sell
394
-166
-30% -$19K ﹤0.01% 1198
2024
Q3
$70.5K Buy
+560
New +$70.5K ﹤0.01% 974