Sequoia Financial 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 | $9.2M | Sell |
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|
2025
Q1 | $17.6M | Sell |
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|
2024
Q4 | $27M | Buy |
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|
2024
Q3 | $321K | Buy |
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|
2024
Q2 | $203K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $250K | Sell |
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|
2015
Q4 | $342K | Sell |
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|
2015
Q3 | $335K | Sell |
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|
2015
Q2 | $413K | Buy |
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|
2015
Q1 | $375K | Buy |
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|
2014
Q4 | $209K | Buy |
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