Lodestone 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
Q3 | $622K | Hold |
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|
2025
Q2 | $586K | Sell |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $509K | Hold |
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|
2024
Q3 | $560K | Sell |
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $2.59M | Buy |
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|
2023
Q4 | $2.44M | Buy |
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|
2023
Q3 | $2.24M | Buy |
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|
2023
Q2 | $2.08M | Buy |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.61M | Buy |
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