Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $915K | Hold |
|
|||||
|
2023
Q2 | $952K | Hold |
|
|||||
|
2023
Q1 | $941K | Hold |
|
|||||
|
2022
Q4 | $886K | Buy |
|
|||||
|
2022
Q3 | $349K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $1K | Hold |
|
|||||
|
2020
Q3 | $1K | Hold |
|
|||||
|
2020
Q2 | $1K | Hold |
|
|||||
|
2020
Q1 | $1K | Sell |
|
|||||
|
2019
Q4 | $524K | Sell |
|
|||||
|
2019
Q3 | $481K | Hold |
|
|||||
|
2019
Q2 | $497K | Sell |
|
|||||
|
2019
Q1 | $913K | Hold |
|
|||||
|
2018
Q4 | $830K | Hold |
|
|||||
|
2018
Q3 | $983K | Sell |
|
|||||
|
2018
Q2 | $1.21M | Buy |
|
|||||
|
2018
Q1 | $1.04M | Hold |
|
|||||
|
2017
Q4 | $1.04M | Hold |
|
|||||
|
2017
Q3 | $1.01M | Buy |
|