Kingsview Wealth Management’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 | $1.64M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $577K | Buy |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $694K | Buy |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $387K | Sell |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $379K | Sell |
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|
2021
Q1 | $374K | Sell |
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|
2020
Q4 | $964K | Buy |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $279K | Sell |
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|
2020
Q1 | $230K | Buy |
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