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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.2M | Sell |
68,458
-83,729
| -55% | -$11.3M | 0.06% | 198 |
|
|
2025
Q1 | $17.6M | Sell |
152,187
-83,968
| -36% | -$9.71M | 0.14% | 133 |
|
|
2024
Q4 | $27M | Buy |
236,155
+233,604
| +9,157% | +$26.7M | 0.26% | 86 |
|
|
2024
Q3 | $321K | Buy |
2,551
+822
| +48% | +$104K | ﹤0.01% | 931 |
|
|
2024
Q2 | $203K | Buy |
+1,729
| New | +$203K | ﹤0.01% | 1098 |
|
|
2016
Q2 | – | Sell |
-2,682
| Closed | -$250K | – | 268 |
|
|
2016
Q1 | $250K | Sell |
2,682
-996
| -27% | -$92.8K | 0.08% | 157 |
|
|
2015
Q4 | $342K | Sell |
3,678
-12
| -0.3% | -$1.12K | 0.14% | 115 |
|
|
2015
Q3 | $335K | Sell |
3,690
-360
| -9% | -$32.7K | 0.15% | 111 |
|
|
2015
Q2 | $413K | Buy |
4,050
+271
| +7% | +$27.6K | 0.17% | 107 |
|
|
2015
Q1 | $375K | Buy |
3,779
+1,582
| +72% | +$157K | 0.17% | 111 |
|
|
2014
Q4 | $209K | Buy |
+2,197
| New | +$209K | 0.14% | 147 |
|