Silver Oak 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 | $256K | Buy |
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|
2025
Q1 | $219K | Hold |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $241K | Sell |
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|
2024
Q2 | $245K | Sell |
|
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|
2024
Q1 | $300K | Sell |
|
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $293K | Buy |
|
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $402K | Buy |
|