HBK Sorce Advisory’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 | $257K | Sell |
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|
2025
Q2 | $338K | Sell |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $635K | Buy |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $553K | Sell |
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|
2024
Q1 | $703K | Buy |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $841K | Buy |
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|
2023
Q1 | $496K | Sell |
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|
2022
Q4 | $2.99M | Buy |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $2.45M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Buy |
|