JGP 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 | $320K | Sell |
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|
2025
Q2 | $307K | Sell |
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|
2025
Q1 | $356K | Sell |
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|
2024
Q4 | $8.71M | Sell |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $9.14M | Buy |
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|
2024
Q1 | $8.98M | Sell |
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|
2023
Q4 | $10.7M | Buy |
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|
2023
Q3 | $9.61M | Buy |
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|
2023
Q2 | $9.9M | Buy |
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|
2023
Q1 | $9.73M | Sell |
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|
2022
Q4 | $9.68M | Buy |
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