JP Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $548K | Sell |
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|
2023
Q2 | $746K | Buy |
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|
2023
Q1 | $422K | Sell |
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|
2022
Q4 | $803K | Buy |
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|
2022
Q3 | $659K | Sell |
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|
2022
Q2 | $817K | Sell |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $6.25M | Buy |
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|
2021
Q3 | $3.35M | Buy |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $330K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $266K | Sell |
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|
2018
Q3 | $885K | Sell |
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|
2018
Q2 | $3.11M | Buy |
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|
2018
Q1 | $3.2M | Sell |
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|
2017
Q4 | $3.26M | Sell |
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|
2017
Q3 | $3.15M | Sell |
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|
2017
Q2 | $3.01M | Buy |
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|
2017
Q1 | $2.84M | Buy |
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|
2016
Q4 | $2.55M | Buy |
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|
2016
Q3 | $2.58M | Sell |
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|
2016
Q2 | $2.44M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.72M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $758K | Buy |
|