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