Naples Global 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 | $1.3M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $958K | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $886K | Buy |
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|
2024
Q1 | $858K | Buy |
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|
2023
Q4 | $781K | Buy |
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|
2023
Q3 | $655K | Buy |
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|
2023
Q2 | $670K | Buy |
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|
2023
Q1 | $616K | Buy |
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|
2022
Q4 | $570K | Buy |
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|
2022
Q3 | $505K | Buy |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $353K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Hold |
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $218K | Hold |
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|
2017
Q4 | $218K | Hold |
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|
2017
Q3 | $210K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $201K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $202K | Hold |
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|
2014
Q2 | $220K | Hold |
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|
2014
Q1 | $211K | Hold |
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|
2013
Q4 | $203K | Buy |
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