Klingman & Associates’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 | $607K | Sell |
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|
2025
Q2 | $625K | Sell |
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|
2025
Q1 | $549K | Buy |
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|
2024
Q4 | $542K | Hold |
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|
2024
Q3 | $596K | Buy |
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|
2024
Q2 | $308K | Buy |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $264K | Sell |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $313K | Hold |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $287K | Hold |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $495K | Hold |
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|
2022
Q1 | $594K | Buy |
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|
2021
Q4 | $370K | Hold |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $377K | Hold |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $339K | Hold |
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|
2020
Q3 | $293K | Hold |
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|
2020
Q2 | $269K | Sell |
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|
2020
Q1 | $335K | Buy |
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|
2019
Q4 | $472K | Buy |
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|
2019
Q3 | $355K | Hold |
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|
2019
Q2 | $366K | Buy |
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|
2019
Q1 | $356K | Hold |
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|
2018
Q4 | $323K | Sell |
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|
2018
Q3 | $421K | Hold |
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|
2018
Q2 | $433K | Hold |
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|
2018
Q1 | $447K | Buy |
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|
2017
Q4 | $407K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $564K | Buy |
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|
2016
Q2 | $513K | Buy |
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|
2016
Q1 | $482K | Sell |
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|
2015
Q4 | $580K | Hold |
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|
2015
Q3 | $566K | Hold |
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|
2015
Q2 | $637K | Hold |
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|
2015
Q1 | $620K | Buy |
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|
2014
Q4 | $405K | Buy |
|