Landmark Wealth Management (New York)’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 | $3.95M | Sell |
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|
2025
Q2 | $3.83M | Sell |
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|
2025
Q1 | $3.53M | Sell |
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|
2024
Q4 | $3.5M | Buy |
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|
2024
Q3 | $3.65M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.38M | Buy |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.75M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.79M | Buy |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $1.89M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.84M | Buy |
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|
2021
Q4 | $3K | Buy |
|