Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $2.21M | Buy |
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|
2023
Q1 | $2.13M | Sell |
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|
2022
Q4 | $9.26M | Buy |
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|
2022
Q3 | $6.83M | Buy |
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|
2022
Q2 | $7.19M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $871K | Hold |
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|
2021
Q2 | $889K | Sell |
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|
2021
Q1 | $890K | Buy |
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|
2020
Q4 | $791K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $62K | Buy |
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