HighMark Wealth Management’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 | $2.29K | Sell |
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|
2025
Q2 | $2.56K | Buy |
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|
2025
Q1 | $1.39K | Hold |
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|
2024
Q4 | $1.37K | Hold |
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|
2024
Q3 | $1.51K | Hold |
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|
2024
Q2 | $1.41K | Buy |
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|
2024
Q1 | $1.17K | Sell |
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|
2023
Q4 | $4.44K | Buy |
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|
2023
Q3 | $4.05K | Hold |
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|
2023
Q2 | $4.2K | Sell |
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|
2023
Q1 | $13.2K | Buy |
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|
2022
Q4 | $11.4K | Buy |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $8K | Buy |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $8K | Buy |
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|
2021
Q3 | $7K | Buy |
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|
2021
Q2 | $5K | Buy |
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