SageView 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
Q2 | $376K | Buy |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $311K | Buy |
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|
2024
Q3 | $303K | Sell |
|
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|
2024
Q2 | $391K | Sell |
|
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|
2024
Q1 | $778K | Sell |
|
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $533K | Buy |
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|
2022
Q4 | $383K | Buy |
|