Stratos 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 | $610K | Sell |
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|
2025
Q2 | $593K | Sell |
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|
2025
Q1 | $837K | Sell |
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|
2024
Q4 | $846K | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $613K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $413K | Sell |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $701K | Buy |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $240K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $138K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $210K | Hold |
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|
2017
Q4 | $210K | Buy |
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