Johnson Financial Group LLC (Colorado)’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 | $9.27M | Hold |
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|
2025
Q2 | $8.73M | Sell |
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|
2025
Q1 | $8.73M | Buy |
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|
2024
Q4 | $8.31M | Buy |
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|
2024
Q3 | $620K | Sell |
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|
2024
Q2 | $586K | Sell |
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|
2024
Q1 | $607K | Buy |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $12.4M | Buy |
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|
2022
Q2 | $656K | Buy |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $251K | Hold |
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|
2020
Q3 | $217K | Sell |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Buy |
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|
2019
Q3 | $208K | Hold |
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|
2019
Q2 | $215K | Sell |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q1 | $249K | Hold |
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|
2017
Q4 | $250K | Hold |
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|
2017
Q3 | $240K | Hold |
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|
2017
Q2 | $226K | Hold |
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|
2017
Q1 | $215K | Buy |
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