Patten Group’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
Q4 | $548K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $74K | Sell |
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|
2018
Q2 | $80K | Buy |
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|
2018
Q1 | $61K | Buy |
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|
2017
Q4 | $43K | Hold |
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|
2017
Q3 | $41K | Hold |
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|
2017
Q2 | $40K | Buy |
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|
2017
Q1 | $32K | Hold |
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|
2016
Q4 | $30K | Hold |
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|
2016
Q3 | $29.9K | Hold |
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|
2016
Q2 | $28.7K | Hold |
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|
2016
Q1 | $28.8K | Sell |
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|
2015
Q4 | $30.5K | Sell |
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|
2015
Q3 | $31.6K | Sell |
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|
2015
Q2 | $48.2K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $149K | Buy |
|