Investment Partners’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 | $764K | Sell |
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|
2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $2.53M | Sell |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $2.65M | Buy |
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|
2023
Q4 | $2.56M | Sell |
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|
2023
Q3 | $2.46M | Sell |
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|
2023
Q2 | $2.57M | Sell |
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|
2023
Q1 | $2.56M | Buy |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $2.43M | Sell |
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|
2022
Q2 | $2.92M | Buy |
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|
2022
Q1 | $3.15M | Buy |
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|
2021
Q4 | $3.01M | Buy |
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|
2021
Q3 | $2.87M | Buy |
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|
2021
Q2 | $2.81M | Buy |
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|
2021
Q1 | $2.3M | Buy |
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|
2020
Q4 | $1.82M | Buy |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $1.39M | Buy |
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|
2020
Q1 | $896K | Buy |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.25M | Buy |
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|
2018
Q4 | $961K | Buy |
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|
2018
Q3 | $435 | Buy |
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|
2018
Q2 | $1.12M | Buy |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $861K | Sell |
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|
2017
Q3 | $837K | Buy |
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|
2017
Q2 | $777K | Buy |
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|
2017
Q1 | $696K | Buy |
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|
2016
Q4 | $612K | Buy |
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|
2016
Q3 | $607K | Buy |
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|
2016
Q2 | $490K | Buy |
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