Heartwood Wealth Advisors’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 | $13.8K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $387K | Hold |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $599K | Hold |
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|
2021
Q3 | $597K | Hold |
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|
2021
Q2 | $610K | Hold |
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|
2021
Q1 | $574K | Sell |
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|
2020
Q4 | $548K | Hold |
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|
2020
Q3 | $473K | Hold |
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|
2020
Q2 | $434K | Hold |
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|
2020
Q1 | $352K | Sell |
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|
2019
Q4 | $500K | Buy |
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