Jones Financial Companies’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 | $81.6M | Buy |
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|
2025
Q1 | $66.1M | Buy |
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|
2024
Q4 | $64.5M | Buy |
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|
2024
Q3 | $64M | Buy |
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|
2024
Q2 | $56.6M | Buy |
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|
2024
Q1 | $54M | Sell |
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|
2023
Q4 | $54.4M | Sell |
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|
2023
Q3 | $1.23B | Buy |
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|
2023
Q2 | $1.26B | Buy |
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|
2023
Q1 | $1.24B | Buy |
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|
2022
Q4 | $1.16B | Sell |
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|
2022
Q3 | $1.15B | Buy |
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|
2022
Q2 | $1.28B | Sell |
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|
2022
Q1 | $2.24B | Sell |
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|
2021
Q4 | $2.57B | Buy |
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|
2021
Q3 | $2.58B | Buy |
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|
2021
Q2 | $2.55B | Buy |
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|
2021
Q1 | $2.36B | Buy |
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|
2020
Q4 | $150M | Sell |
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|
2020
Q3 | $468M | Sell |
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|
2020
Q2 | $578M | Sell |
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|
2020
Q1 | $568M | Buy |
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|
2019
Q4 | $688M | Buy |
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|
2019
Q3 | $603M | Buy |
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|
2019
Q2 | $595M | Buy |
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|
2019
Q1 | $563M | Buy |
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|
2018
Q4 | $490M | Buy |
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|
2018
Q3 | $556M | Buy |
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|
2018
Q2 | $451M | Buy |
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|
2018
Q1 | $200M | Buy |
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|
2017
Q4 | $175M | Buy |
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|
2017
Q3 | $144M | Buy |
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|
2017
Q2 | $112M | Buy |
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|
2017
Q1 | $83.7M | Buy |
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|
2016
Q4 | $69.7M | Buy |
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|
2016
Q3 | $34.2M | Buy |
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|
2016
Q2 | $4.31M | Buy |
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|
2016
Q1 | $22K | Buy |
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