Moneta Group Investment Advisors’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 | $513K | Sell |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $600K | Buy |
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|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $222K | Buy |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $418K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $246K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $57K | Buy |
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|
2018
Q2 | $42K | Buy |
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