M Holdings Securities’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 | $1.64M | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $431K | Buy |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $384K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $417K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $251K | Buy |
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|
2018
Q3 | $271K | Buy |
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|
2018
Q2 | $249K | Buy |
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