SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.74M | Sell |
|
|||||
|
2020
Q3 | $1.75M | Sell |
|
|||||
|
2020
Q2 | $2M | Sell |
|
|||||
|
2020
Q1 | $2.42M | Sell |
|
|||||
|
2019
Q4 | $4.15M | Buy |
|
|||||
|
2019
Q3 | $3.81M | Buy |
|
|||||
|
2019
Q2 | $3.89M | Buy |
|
|||||
|
2019
Q1 | $3.85M | Sell |
|
|||||
|
2018
Q4 | $4.82M | Buy |
|
|||||
|
2018
Q3 | $734K | Buy |
|
|||||
|
2018
Q2 | $717K | Buy |
|
|||||
|
2018
Q1 | $486K | Hold |
|
|||||
|
2017
Q4 | $504K | Hold |
|
|||||
|
2017
Q3 | $486K | Hold |
|
|||||
|
2017
Q2 | $457K | Hold |
|
|||||
|
2017
Q1 | $434K | Sell |
|
|||||
|
2016
Q4 | $419K | Sell |
|
|||||
|
2016
Q3 | $488K | Sell |
|
|||||
|
2016
Q2 | $560K | Sell |
|
|||||
|
2016
Q1 | $574K | Sell |
|
|||||
|
2015
Q4 | $726K | Buy |
|
|||||
|
2015
Q3 | $682K | Hold |
|
|||||
|
2015
Q2 | $766K | Buy |
|
|||||
|
2015
Q1 | $735K | Sell |
|
|||||
|
2014
Q4 | $711K | Buy |
|
|||||
|
2014
Q3 | $713K | Hold |
|
|||||
|
2014
Q2 | $777K | Buy |
|
|||||
|
2014
Q1 | $573K | Buy |
|
|||||
|
2013
Q4 | $545K | Buy |
|