Sage Financial Management 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
Q2
$5.27M Sell
2025
Q1
$4.94M Buy
2024
Q4
$4.66M Sell
2024
Q3
$5.19M Buy
2024
Q2
Sell
2024
Q1
$4.44M Buy
2023
Q4
$4M Buy
2023
Q3
$3.42M Buy
2023
Q2
Sell
2023
Q1
$2.32M Buy