Perigon 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
Q3 | $4.09M | Sell |
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|
2025
Q2 | $4.35M | Buy |
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|
2025
Q1 | $3.7M | Buy |
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|
2024
Q4 | $3.62M | Buy |
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|
2024
Q3 | $3.94M | Buy |
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|
2024
Q2 | $3.39M | Buy |
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|
2024
Q1 | $2.9M | Buy |
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|
2023
Q4 | $2.7M | Buy |
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|
2023
Q3 | $2.3M | Buy |
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|
2023
Q2 | $2.18M | Buy |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $560K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $24K | Buy |
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