Merit Financial Group’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 | $873K | Buy |
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|
2025
Q2 | $797K | Buy |
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|
2025
Q1 | $549K | Sell |
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|
2024
Q4 | $578K | Sell |
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|
2024
Q3 | $665K | Sell |
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|
2024
Q2 | $639K | Sell |
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|
2024
Q1 | $881K | Sell |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $972K | Buy |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $905K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $389K | Buy |
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