Pinnacle Wealth Management Advisory 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
Q3 | $534K | Sell |
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|
2025
Q2 | $528K | Sell |
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|
2025
Q1 | $488K | Sell |
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|
2024
Q4 | $533K | Buy |
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|
2024
Q3 | $573K | Hold |
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|
2024
Q2 | $534K | Buy |
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|
2024
Q1 | $519K | Sell |
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|
2023
Q4 | $626K | Sell |
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|
2023
Q3 | $840K | Sell |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $997K | Buy |
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|
2022
Q4 | $925K | Sell |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $905K | Buy |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $410K | Hold |
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|
2019
Q3 | $376K | Sell |
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|
2019
Q2 | $811K | Hold |
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|
2019
Q1 | $802K | Buy |
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|
2018
Q4 | $728K | Buy |
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