LPWM LLC’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 | $3.56M | Buy |
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|
2025
Q2 | $3.3M | Sell |
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|
2025
Q1 | $3.09M | Buy |
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|
2024
Q4 | $2.98M | Buy |
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|
2024
Q3 | $2.81M | Buy |
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|
2024
Q2 | $2.65M | Buy |
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|
2024
Q1 | $2.52M | Buy |
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|
2023
Q4 | $2.41M | Buy |
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|
2023
Q3 | $2.15M | Buy |
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|
2023
Q2 | $2.22M | Sell |
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|
2023
Q1 | $2.28M | Buy |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $2.21M | Sell |
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|
2022
Q1 | $2.7M | Buy |
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|
2021
Q4 | $2.93M | Buy |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $2.71M | Buy |
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|
2021
Q1 | $2.39M | Buy |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $1.85M | Sell |
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|
2020
Q2 | $1.68M | Sell |
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|
2020
Q1 | $1.53M | Buy |
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|
2019
Q4 | $2.1M | Buy |
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