Presilium Private Wealth’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95M | Buy |
66,613
+1,119
| +2% | +$150K | 1.83% | 14 |
|
|
2025
Q1 | $7.57M | Buy |
65,494
+4,516
| +7% | +$522K | 1.7% | 14 |
|
|
2024
Q4 | $6.98M | Buy |
60,978
+3,462
| +6% | +$396K | 1.61% | 14 |
|
|
2024
Q3 | $7.24M | Buy |
57,516
+2,215
| +4% | +$279K | 1.67% | 14 |
|
|
2024
Q2 | $6.5M | Buy |
55,301
+1,928
| +4% | +$227K | 1.64% | 14 |
|
|
2024
Q1 | $6.24M | Buy |
53,373
+3,558
| +7% | +$416K | 1.65% | 14 |
|
|
2023
Q4 | $5.73M | Sell |
49,815
-3,929
| -7% | -$452K | 1.63% | 15 |
|
|
2023
Q3 | $5.71M | Sell |
53,744
-14,458
| -21% | -$1.54M | 1.82% | 14 |
|
|
2023
Q2 | $7.53M | Buy |
68,202
+4,079
| +6% | +$451K | 2.58% | 14 |
|
|
2023
Q1 | $7M | Buy |
64,123
+1,133
| +2% | +$124K | 2.7% | 14 |
|
|
2022
Q4 | $6.48M | Buy |
+62,990
| New | +$6.48M | 2.72% | 14 |
|