Global Retirement Partners’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 | $299K | Sell |
|
|||||
|
2025
Q2 | $284K | Buy |
|
|||||
|
2024
Q4 | $385K | Buy |
|
|||||
|
2024
Q3 | $317K | Buy |
|
|||||
|
2024
Q2 | $168K | Buy |
|
|||||
|
2024
Q1 | $164K | Sell |
|
|||||
|
2023
Q4 | $157K | Buy |
|
|||||
|
2023
Q3 | $58.7K | Sell |
|
|||||
|
2023
Q2 | $124K | Buy |
|
|||||
|
2023
Q1 | $103K | Buy |
|
|||||
|
2022
Q4 | $31.6K | Buy |
|
|||||
|
2022
Q3 | $20K | Sell |
|
|||||
|
2022
Q2 | $31K | Hold |
|
|||||
|
2022
Q1 | $34K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $38K | Sell |
|
|||||
|
2021
Q2 | $66K | Buy |
|
|||||
|
2021
Q1 | $22K | Sell |
|
|||||
|
2020
Q4 | $22K | Sell |
|
|||||
|
2020
Q3 | $20K | Hold |
|
|||||
|
2020
Q2 | $18K | Sell |
|
|||||
|
2020
Q1 | $18K | Buy |
|
|||||
|
2019
Q4 | $7K | Hold |
|
|||||
|
2019
Q3 | $6K | Sell |
|
|||||
|
2019
Q2 | $13K | Buy |
|
|||||
|
2019
Q1 | $6K | Hold |
|
|||||
|
2018
Q4 | $6K | Hold |
|
|||||
|
2018
Q3 | $7K | Hold |
|
|||||
|
2018
Q2 | $7K | Hold |
|
|||||
|
2018
Q1 | $7K | Hold |
|
|||||
|
2017
Q4 | $7K | Hold |
|
|||||
|
2017
Q3 | $7K | Buy |
|
|||||
|
2017
Q2 | $1K | Hold |
|
|||||
|
2017
Q1 | $1K | Sell |
|
|||||
|
2016
Q4 | $13K | Buy |
|