Key Financial Inc’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 | $235K | Buy |
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|
2025
Q2 | $218K | Buy |
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|
2025
Q1 | $173K | Hold |
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|
2024
Q4 | $171K | Buy |
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|
2024
Q3 | $188K | Hold |
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|
2024
Q2 | $175K | Hold |
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|
2024
Q1 | $174K | Hold |
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|
2023
Q4 | $171K | Hold |
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|
2023
Q3 | $158K | Hold |
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|
2023
Q2 | $165K | Hold |
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|
2023
Q1 | $163K | Buy |
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|
2022
Q4 | $45.6K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $61K | Buy |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $1K | Buy |
|