IFP 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
Q2 | $149K | Sell |
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|
2025
Q1 | $140K | Buy |
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|
2024
Q4 | $116K | Buy |
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|
2024
Q3 | $29.3K | Buy |
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|
2024
Q2 | $17.6K | Buy |
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|
2024
Q1 | $16.4K | Hold |
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|
2023
Q4 | $16.1K | Sell |
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|
2023
Q3 | $51.3K | Buy |
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|
2023
Q2 | $41.7K | Sell |
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|
2023
Q1 | $59.4K | Sell |
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|
2022
Q4 | $165K | Sell |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $232K | Buy |
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|
2021
Q4 | $84K | Buy |
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|
2021
Q3 | $62K | Buy |
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|
2021
Q2 | $52K | Buy |
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|
2021
Q1 | $18K | Buy |
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|
2020
Q4 | $12K | Sell |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $11K | Sell |
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|
2020
Q1 | $18K | Buy |
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|
2019
Q4 | $23K | Buy |
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|
2019
Q3 | $12K | Buy |
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|
2019
Q1 | $26K | Sell |
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|
2018
Q4 | $70K | Sell |
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|
2018
Q3 | $319K | Buy |
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|
2018
Q2 | $315K | Sell |
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|
2018
Q1 | $380K | Hold |
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|
2017
Q4 | $380K | Sell |
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|
2017
Q3 | $385K | Sell |
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|
2017
Q2 | $487K | Sell |
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|
2017
Q1 | $499K | Sell |
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|
2016
Q4 | $485K | Sell |
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|
2016
Q3 | $573K | Sell |
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|
2016
Q2 | $647K | Buy |
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|
2016
Q1 | $26K | Sell |
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|
2015
Q4 | $132K | Buy |
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