LWS Wealth Advisors’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
2023
Q4
$6.73M Buy
2023
Q3
$5.71M Buy
2023
Q2
$5.88M Sell
2023
Q1
$5.82M Buy
2022
Q4
$5.35M Buy
2022
Q3
$4.76M Buy
2022
Q2
$5.11M Buy
2022
Q1
$5.84M Buy
2021
Q4
$6.11M Buy
2021
Q3
$5.85M Buy
2021
Q2
$5.78M Buy
2021
Q1
$5.01M Buy
2020
Q4
$4.6M Buy
2020
Q3
$3.85M Sell
2020
Q2
$3.72M Buy
2020
Q1
$2.73M Sell
2019
Q4
$3.96M Buy