J.W. Cole 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 | $783K | Sell |
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|
2025
Q1 | $712K | Buy |
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|
2024
Q4 | $649K | Buy |
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|
2024
Q3 | $673K | Buy |
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|
2024
Q2 | $602K | Buy |
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|
2024
Q1 | $533K | Sell |
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|
2023
Q4 | $529K | Buy |
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|
2023
Q3 | $395K | Sell |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $455K | Buy |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7.43M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Buy |
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