Morton Brown Family Wealth’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 | $1.14M | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $976K | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $1.87M | Sell |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $2.16M | Sell |
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|
2022
Q4 | $2.22M | Buy |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $2.03M | Sell |
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|
2021
Q4 | $2.37M | Buy |
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