Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
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|
2025
Q1 | $2.13M | Sell |
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|
2024
Q4 | $2.15M | Sell |
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|
2024
Q3 | $2.53M | Sell |
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|
2024
Q2 | $2.42M | Sell |
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|
2024
Q1 | $2.46M | Sell |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $2.4M | Sell |
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|
2023
Q2 | $2.64M | Sell |
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|
2023
Q1 | $2.68M | Sell |
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|
2022
Q4 | $2.75M | Buy |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $2.17M | Sell |
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|
2021
Q4 | $2.59M | Buy |
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|
2021
Q3 | $1.64M | Sell |
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|
2021
Q2 | $1.69M | Sell |
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|
2021
Q1 | $1.63M | Sell |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $1.34M | Sell |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $3.96M | Sell |
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|
2019
Q3 | $4.33M | Sell |
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|
2019
Q2 | $4.51M | Sell |
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|
2019
Q1 | $5.17M | Sell |
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|
2018
Q4 | $4.75M | Buy |
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|
2018
Q3 | $982K | Buy |
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|
2018
Q2 | $884K | Buy |
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|
2018
Q1 | $913K | Sell |
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|
2017
Q4 | $914K | Hold |
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|
2017
Q3 | $881K | Sell |
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|
2017
Q2 | $831K | Sell |
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|
2017
Q1 | $900K | Hold |
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|
2016
Q4 | $824K | Buy |
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|
2016
Q3 | $861K | Buy |
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|
2016
Q2 | $788K | Sell |
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|
2016
Q1 | $857K | Sell |
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|
2015
Q4 | $931K | Hold |
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|
2015
Q3 | $909K | Sell |
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|
2015
Q2 | $1.16M | Buy |
|