MorganRosel 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 | $501K | Buy |
|
|||||
|
2025
Q2 | $437K | Buy |
|
|||||
|
2025
Q1 | $365K | Buy |
|
|||||
|
2024
Q4 | $271K | Sell |
|
|||||
|
2024
Q3 | $345K | Hold |
|
|||||
|
2024
Q2 | $322K | Sell |
|
|||||
|
2024
Q1 | $488K | Sell |
|
|||||
|
2023
Q4 | $679K | Buy |
|
|||||
|
2023
Q3 | $513K | Hold |
|
|||||
|
2023
Q2 | $534K | Buy |
|
|||||
|
2023
Q1 | $507K | Buy |
|
|||||
|
2022
Q4 | $393K | Buy |
|
|||||
|
2022
Q3 | $346K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $204K | Buy |
|