Summit Financial Strategies’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 | $1.32M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $945K | Buy |
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|
2024
Q3 | $853K | Sell |
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|
2024
Q2 | $804K | Buy |
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|
2024
Q1 | $691K | Buy |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $378K | Buy |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $276K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $231K | Sell |
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|
2020
Q3 | $202K | Buy |
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