Moller Wealth Partners’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 | $5.45M | Sell |
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|
2025
Q2 | $5.25M | Buy |
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|
2025
Q1 | $4.2M | Buy |
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|
2024
Q4 | $3.65M | Buy |
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|
2024
Q3 | $3.97M | Buy |
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|
2024
Q2 | $3.68M | Buy |
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|
2024
Q1 | $3.64M | Buy |
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|
2023
Q4 | $3.56M | Buy |
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|
2023
Q3 | $3.11M | Sell |
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|
2023
Q2 | $3.26M | Buy |
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|
2023
Q1 | $3.21M | Buy |
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|
2022
Q4 | $3.01M | Buy |
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|
2022
Q3 | $2.48M | Buy |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $2.93M | Buy |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $2.69M | Buy |
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|
2021
Q1 | $2.46M | Buy |
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|
2020
Q4 | $2.11M | Buy |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $1.61M | Buy |
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|
2020
Q1 | $1.23M | Buy |
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|
2019
Q4 | $1.42M | Buy |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $1.17M | Buy |
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|
2019
Q1 | $569K | Buy |
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|
2018
Q4 | $440K | Hold |
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|
2018
Q3 | $503K | Sell |
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|
2018
Q2 | $22.5M | Buy |
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|
2018
Q1 | $20M | Sell |
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|
2017
Q4 | $23.3M | Buy |
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|
2017
Q3 | $22.3M | Sell |
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|
2017
Q2 | $21.1M | Buy |
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|
2017
Q1 | $5M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $977K | Sell |
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|
2016
Q2 | $4.49M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $21.7M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5.47M | Sell |
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|
2014
Q2 | $20.1M | Buy |
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|
2014
Q1 | $17.1M | Buy |
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|
2013
Q4 | $14.7M | Buy |
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|
2013
Q3 | $9.28M | Buy |
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|
2013
Q2 | $1.23M | Buy |
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