Operose 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 | $200K | Sell |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $3.06M | Sell |
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|
2024
Q2 | $2.92M | Sell |
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|
2024
Q1 | $3.53M | Sell |
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|
2023
Q4 | $5.2M | Sell |
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|
2023
Q3 | $5.44M | Buy |
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|
2023
Q2 | $5.61M | Buy |
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|
2023
Q1 | $5.54M | Buy |
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|
2022
Q4 | $5.03M | Buy |
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|
2022
Q3 | $4.29M | Buy |
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|
2022
Q2 | $4.59M | Buy |
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|
2022
Q1 | $5.14M | Buy |
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|
2021
Q4 | $4.83M | Buy |
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