PBMares Wealth 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 | $358K | Sell |
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|
2025
Q1 | $332K | Sell |
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|
2024
Q4 | $330K | Buy |
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|
2024
Q3 | $360K | Buy |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $767K | Buy |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $739K | Sell |
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|
2023
Q1 | $752K | Sell |
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|
2022
Q4 | $719K | Buy |
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|
2022
Q3 | $648K | Buy |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $865K | Sell |
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|
2021
Q4 | $943K | Buy |
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|
2021
Q3 | $940K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $952K | Hold |
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|
2020
Q4 | $903K | Buy |
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|
2020
Q3 | $747K | Buy |
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|
2020
Q2 | $685K | Buy |
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|
2020
Q1 | $449K | Buy |
|