Sowell Financial Services’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
Q3 | $447K | Sell |
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|
2025
Q2 | $454K | Buy |
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|
2025
Q1 | $355K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.76M | Sell |
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|
2022
Q4 | $1.92M | Buy |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $1.89M | Sell |
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|
2021
Q2 | $1.99M | Sell |
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|
2021
Q1 | $18.6M | Sell |
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|
2020
Q4 | $17.8M | Buy |
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|
2020
Q3 | $15M | Buy |
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|
2020
Q2 | $12.3M | Buy |
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|
2020
Q1 | $5.25M | Buy |
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|
2019
Q4 | $242K | Buy |
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|
2019
Q3 | $13K | Buy |
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