Laird Norton Wetherby Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
+5,419
| New | +$728K | 0.03% | 451 |
|
|
2024
Q4 | $620K | Buy |
5,415
+13
| +0.2% | +$1.49K | 0.03% | 464 |
|
|
2024
Q3 | $680K | Buy |
5,402
+3
| +0.1% | +$378 | 0.03% | 466 |
|
|
2024
Q2 | $634K | Buy |
5,399
+4
| +0.1% | +$470 | 0.03% | 475 |
|
|
2024
Q1 | $630K | Buy |
5,395
+1,841
| +52% | +$215K | 0.03% | 487 |
|
|
2023
Q4 | $409K | Sell |
3,554
-3,490
| -50% | -$401K | 0.02% | 618 |
|
|
2023
Q3 | $748K | Buy |
7,044
+152
| +2% | +$16.1K | 0.04% | 401 |
|
|
2023
Q2 | $761K | Buy |
6,892
+1,905
| +38% | +$210K | 0.04% | 406 |
|
|
2023
Q1 | $545K | Sell |
4,987
-246
| -5% | -$26.9K | 0.03% | 502 |
|
|
2022
Q4 | $538K | Buy |
5,233
+4
| +0.1% | +$411 | 0.03% | 495 |
|
|
2022
Q3 | $485K | Buy |
5,229
+2,431
| +87% | +$225K | 0.03% | 505 |
|
|
2022
Q2 | $289K | Buy |
+2,798
| New | +$289K | 0.02% | 697 |
|
|
2020
Q3 | – | Sell |
-2,575
| Closed | -$249K | – | 747 |
|
|
2020
Q2 | $249K | Buy |
+2,575
| New | +$249K | 0.02% | 579 |
|