Gries Financial’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 | $692K | Hold |
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|
2025
Q2 | $653K | Hold |
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|
2025
Q1 | $561K | Sell |
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|
2024
Q4 | $558K | Hold |
|
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|
2024
Q3 | $614K | Hold |
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|
2024
Q2 | $573K | Hold |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $548K | Hold |
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|
2023
Q3 | $506K | Hold |
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|
2023
Q2 | $526K | Hold |
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|
2023
Q1 | $520K | Hold |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $520K | Hold |
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|
2022
Q2 | $578K | Hold |
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|
2022
Q1 | $694K | Hold |
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|
2021
Q4 | $750K | Hold |
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|
2021
Q3 | $749K | Hold |
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|
2021
Q2 | $775K | Hold |
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|
2021
Q1 | $738K | Buy |
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