Modera 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
Q3 | $11.9M | Sell |
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|
2025
Q2 | $11.3M | Sell |
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|
2025
Q1 | $10.4M | Buy |
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|
2024
Q4 | $9.95M | Buy |
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|
2024
Q3 | $6.98M | Sell |
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|
2024
Q2 | $6.56M | Sell |
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|
2024
Q1 | $6.61M | Sell |
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|
2023
Q4 | $6.56M | Sell |
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|
2023
Q3 | $6.17M | Sell |
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|
2023
Q2 | $6.72M | Buy |
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|
2023
Q1 | $6.05M | Sell |
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|
2022
Q4 | $13.9M | Sell |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $12.8M | Buy |
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|
2022
Q1 | $14.9M | Buy |
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|
2021
Q4 | $5.07M | Buy |
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|
2021
Q3 | $4.45M | Sell |
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|
2021
Q2 | $10.4M | Sell |
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|
2021
Q1 | $9.94M | Buy |
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|
2020
Q4 | $5.42M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $230K | Hold |
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|
2015
Q1 | $224K | Sell |
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|
2014
Q4 | $293K | Hold |
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|
2014
Q3 | $314K | Buy |
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|
2014
Q2 | $336K | Buy |
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|
2014
Q1 | $298K | Hold |
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|
2013
Q4 | $287K | Hold |
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|
2013
Q3 | $277K | Buy |
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|
2013
Q2 | $235K | Buy |
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