Palisades Hudson Asset 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
Q2 | $528K | Buy |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $940K | Buy |
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|
2023
Q2 | $975K | Buy |
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|
2023
Q1 | $904K | Hold |
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|
2022
Q4 | $851K | Buy |
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|
2022
Q3 | $758K | Buy |
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|
2022
Q2 | $842K | Buy |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.05M | Hold |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $855K | Buy |
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|
2020
Q2 | $782K | Hold |
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|
2020
Q1 | $634K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $348K | Buy |
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|
2017
Q1 | $328K | Sell |
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|
2016
Q4 | $311K | Buy |
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|
2016
Q3 | $237K | Buy |
|