Integrated Wealth Concepts’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 | $2.25M | Sell |
|
|||||
|
2025
Q1 | $2.01M | Sell |
|
|||||
|
2024
Q4 | $2M | Buy |
|
|||||
|
2024
Q3 | $1.64M | Sell |
|
|||||
|
2024
Q2 | $1.53M | Buy |
|
|||||
|
2024
Q1 | $1.49M | Sell |
|
|||||
|
2023
Q4 | $1.47M | Buy |
|
|||||
|
2023
Q3 | $1.3M | Buy |
|
|||||
|
2023
Q2 | $1.32M | Buy |
|
|||||
|
2023
Q1 | $1.28M | Buy |
|
|||||
|
2022
Q4 | $363K | Buy |
|
|||||
|
2022
Q3 | $206K | Sell |
|
|||||
|
2022
Q2 | $229K | Sell |
|
|||||
|
2022
Q1 | $305K | Buy |
|
|||||
|
2021
Q4 | $247K | Sell |
|
|||||
|
2021
Q3 | $846K | Sell |
|
|||||
|
2021
Q2 | $881K | Sell |
|
|||||
|
2021
Q1 | $837K | Buy |
|
|||||
|
2020
Q4 | $233K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $253K | Buy |
|
|||||
|
2019
Q3 | $208K | Sell |
|
|||||
|
2019
Q2 | $285K | Buy |
|
|||||
|
2019
Q1 | $257K | Buy |
|
|||||
|
2018
Q4 | $212K | Buy |
|
|||||
|
2018
Q3 | $201K | Sell |
|
|||||
|
2018
Q2 | $646K | Buy |
|