Orion Portfolio Solutions’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
Q1 | $885K | Buy |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $900K | Sell |
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|
2024
Q1 | $955K | Buy |
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|
2023
Q4 | $872K | Buy |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $419K | Sell |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q3 | $459K | Buy |
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|
2021
Q2 | $210K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $11K | Sell |
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|
2020
Q1 | $37K | Buy |
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|
2019
Q4 | $39K | Buy |
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