GIA
GHP Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
13,800
-723
| -5% | -$97.2K | 0.08% | 227 |
|
|
2025
Q1 | $1.68M | Sell |
14,523
-2,192
| -13% | -$253K | 0.08% | 234 |
|
|
2024
Q4 | $1.91M | Buy |
16,715
+214
| +1% | +$24.5K | 0.09% | 230 |
|
|
2024
Q3 | $2.08M | Sell |
16,501
-939
| -5% | -$118K | 0.1% | 225 |
|
|
2024
Q2 | $2.05M | Sell |
17,440
-1,033
| -6% | -$121K | 0.1% | 218 |
|
|
2024
Q1 | $2.16M | Sell |
18,473
-904
| -5% | -$106K | 0.11% | 218 |
|
|
2023
Q4 | $2.23M | Sell |
19,377
-1,024
| -5% | -$118K | 0.12% | 213 |
|
|
2023
Q3 | $2.12M | Sell |
20,401
-794
| -4% | -$82.5K | 0.13% | 203 |
|
|
2023
Q2 | $2.36M | Sell |
21,195
-1,872
| -8% | -$209K | 0.14% | 204 |
|
|
2023
Q1 | $2.52M | Sell |
23,067
-264
| -1% | -$28.8K | 0.16% | 191 |
|
|
2022
Q4 | $2.4M | Sell |
23,331
-3,066
| -12% | -$315K | 0.16% | 188 |
|
|
2022
Q3 | $2.45M | Buy |
26,397
+1,525
| +6% | +$142K | 0.19% | 176 |
|
|
2022
Q2 | $2.57M | Buy |
24,872
+2,392
| +11% | +$247K | 0.19% | 176 |
|
|
2022
Q1 | $2.79M | Buy |
22,480
+166
| +0.7% | +$20.6K | 0.18% | 177 |
|
|
2021
Q4 | $2.99M | Buy |
22,314
+354
| +2% | +$47.4K | 0.21% | 153 |
|
|
2021
Q3 | $2.94M | Buy |
21,960
+261
| +1% | +$34.9K | 0.23% | 142 |
|
|
2021
Q2 | $2.96M | Sell |
21,699
-347
| -2% | -$47.4K | 0.24% | 137 |
|
|
2021
Q1 | $2.83M | Sell |
22,046
-1,310
| -6% | -$168K | 0.25% | 134 |
|
|
2020
Q4 | $2.85M | Sell |
23,356
-839
| -3% | -$102K | 0.27% | 124 |
|
|
2020
Q3 | $2.55M | Sell |
24,195
-8,156
| -25% | -$859K | 0.29% | 126 |
|
|
2020
Q2 | $3.13M | Sell |
32,351
-14,202
| -31% | -$1.37M | 0.39% | 90 |
|
|
2020
Q1 | $3.64M | Sell |
46,553
-15,581
| -25% | -$1.22M | 0.55% | 61 |
|
|
2019
Q4 | $6.9M | Buy |
62,134
+338
| +0.5% | +$37.6K | 0.74% | 36 |
|
|
2019
Q3 | $6.3M | Sell |
61,796
-3,729
| -6% | -$380K | 0.78% | 31 |
|
|
2019
Q2 | $6.9M | Sell |
65,525
-1,495
| -2% | -$157K | 0.84% | 30 |
|
|
2019
Q1 | $6.98M | Buy |
67,020
+8,086
| +14% | +$842K | 0.9% | 24 |
|
|
2018
Q4 | $5.58M | Buy |
+58,934
| New | +$5.58M | 0.84% | 27 |
|