Summit Financial’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 | $2.23M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $469K | Sell |
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|
2024
Q1 | $471K | Hold |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $424K | Hold |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $466K | Sell |
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|
2021
Q1 | $449K | Buy |
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|
2020
Q4 | $423K | Sell |
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|
2020
Q3 | $388K | Buy |
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|
2020
Q2 | $355K | Buy |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q4 | $313K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $294K | Buy |
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|
2019
Q1 | $289K | Buy |
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|
2018
Q4 | $251K | Buy |
|