Regal Investment Advisors’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 | $3.31M | Buy |
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|
2025
Q1 | $2.56M | Buy |
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|
2024
Q4 | $2.46M | Buy |
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|
2024
Q3 | $2.53M | Buy |
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|
2024
Q2 | $2.29M | Sell |
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|
2024
Q1 | $2.29M | Sell |
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|
2023
Q4 | $2.26M | Sell |
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|
2023
Q3 | $2.19M | Buy |
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|
2023
Q2 | $2.27M | Sell |
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|
2023
Q1 | $2.32M | Buy |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $2.27M | Sell |
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|
2021
Q4 | $2.46M | Buy |
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|
2021
Q3 | $2.28M | Buy |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $1.93M | Buy |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.48M | Buy |
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|
2020
Q1 | $920K | Sell |
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|
2019
Q4 | $1.53M | Buy |
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|
2019
Q3 | $1.36M | Sell |
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|
2019
Q2 | $1.43M | Buy |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $1.09M | Sell |
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|
2018
Q3 | $1.32M | Buy |
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|
2018
Q2 | $951K | Sell |
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|
2018
Q1 | $1.26M | Buy |
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|
2017
Q4 | $1.25M | Buy |
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|
2017
Q3 | $1.2M | Sell |
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|
2017
Q2 | $1.16M | Buy |
|
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|
2017
Q1 | $1.08M | Buy |
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|
2016
Q4 | $950K | Buy |
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|
2016
Q3 | $909K | Buy |
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|
2016
Q2 | $801K | Buy |
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|
2016
Q1 | $781K | Buy |
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|
2015
Q4 | $770K | Buy |
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|
2015
Q3 | $487K | Buy |
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|
2015
Q2 | $369K | Buy |
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|
2015
Q1 | $305K | Buy |
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|
2014
Q4 | $251K | Buy |
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|
2014
Q3 | $161K | Buy |
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|
2014
Q2 | $36K | Hold |
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|
2014
Q1 | $34K | Buy |
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|
2013
Q4 | $15K | Sell |
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|
2013
Q3 | $32K | Hold |
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|
2013
Q2 | $29K | Buy |
|