Kestra Private Wealth Services’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
$523K Sell
2025
Q2
$495K Sell
2025
Q1
$490K Sell
2024
Q4
$609K Buy
2024
Q3
$463K Sell
2024
Q2
$442K Sell
2024
Q1
$469K Sell
2023
Q4
$501K Buy
2023
Q3
$419K Buy
2023
Q2
$355K Buy