Great Valley Advisor Group’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 | $3M | Sell |
|
|||||
|
2025
Q2 | $2.85M | Sell |
|
|||||
|
2025
Q1 | $2.67M | Sell |
|
|||||
|
2024
Q4 | $3.08M | Sell |
|
|||||
|
2024
Q3 | $3.51M | Sell |
|
|||||
|
2024
Q2 | $3.36M | Buy |
|
|||||
|
2024
Q1 | $3.33M | Buy |
|
|||||
|
2023
Q4 | $3.21M | Sell |
|
|||||
|
2023
Q3 | $3.1M | Buy |
|
|||||
|
2023
Q2 | $3.06M | Buy |
|
|||||
|
2023
Q1 | $2.88M | Buy |
|
|||||
|
2022
Q4 | $2.62M | Sell |
|
|||||
|
2022
Q3 | $2.38M | Buy |
|
|||||
|
2022
Q2 | $2.54M | Buy |
|
|||||
|
2022
Q1 | $2.88M | Buy |
|
|||||
|
2021
Q4 | $2.94M | Buy |
|
|||||
|
2021
Q3 | $2.92M | Buy |
|
|||||
|
2021
Q2 | $2.95M | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $244K | Buy |
|