Strategic Wealth Partners’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
$63.6K Sell
2025
Q2
$63K Buy
2019
Q4
Sell
2019
Q3
$31 Sell
2019
Q2
$93K Sell
2019
Q1
$103K Sell
2018
Q4
$107K Sell
2018
Q3
$146K Hold
2018
Q2
$150K Sell
2018
Q1
$221K Sell
2017
Q4
$762K Buy