Montag & Associates’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 | – | Sell |
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|
2025
Q1 | $77.3K | Hold |
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|
2024
Q4 | $76.6K | Buy |
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|
2024
Q3 | $83.3K | Buy |
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|
2024
Q2 | $77.6K | Buy |
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|
2024
Q1 | $76.9K | Hold |
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|
2023
Q4 | $75.7K | Buy |
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|
2023
Q3 | $69.2K | Hold |
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|
2023
Q2 | $72K | Hold |
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|
2023
Q1 | $71.2K | Hold |
|
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|
2022
Q4 | $67K | Hold |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $81K | Hold |
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|
2021
Q4 | $87K | Hold |
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|
2021
Q3 | $87K | Hold |
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|
2021
Q2 | $89K | Hold |
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|
2021
Q1 | $84K | Hold |
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|
2020
Q4 | $79K | Buy |
|