Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $5.24M | Buy |
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|
2024
Q1 | $5.01M | Sell |
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|
2023
Q4 | $4.97M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $733K | Sell |
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|
2022
Q4 | $999K | Sell |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $1.92M | Sell |
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|
2021
Q4 | $2.12M | Buy |
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|
2021
Q3 | $2.03M | Buy |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.83M | Buy |
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|
2020
Q4 | $1.66M | Sell |
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|
2020
Q3 | $1.51M | Buy |
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|
2020
Q2 | $1.37M | Sell |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $151K | Buy |
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|
2019
Q1 | $7.88M | Buy |
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|
2018
Q4 | $982K | Buy |
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|
2018
Q3 | $875K | Buy |
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|
2018
Q2 | $847K | Buy |
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|
2018
Q1 | $859K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $5.97M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $558K | Buy |
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|
2013
Q3 | $474K | Buy |
|