Institute for 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 | $1.21M | Hold |
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|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $978K | Buy |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $389K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $76K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.59M | Buy |
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|
2018
Q1 | $993K | Sell |
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|
2017
Q4 | $1.61M | Buy |
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|
2017
Q3 | $617K | Sell |
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|
2017
Q2 | $732K | Buy |
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