SilverOak Wealth Management’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
$715K Sell
2025
Q1
$625K Sell
2024
Q4
$1.08M Buy
2024
Q3
$1.11M Sell
2024
Q2
$1.06M Buy
2024
Q1
$967K Buy
2023
Q4
$918K Buy