SVB Wealth’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 | $3.46M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $6.92M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $8.47M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $11M | Sell |
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|
2023
Q2 | $12.1M | Sell |
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|
2023
Q1 | $14.6M | Sell |
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|
2022
Q4 | $15M | Buy |
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|
2022
Q3 | $12.2M | Buy |
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|
2022
Q2 | $13.1M | Buy |
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|
2022
Q1 | $14.3M | Sell |
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|
2021
Q4 | $16.4M | Buy |
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|
2021
Q3 | $14.4M | Buy |
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|
2021
Q2 | $14M | Buy |
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|
2021
Q1 | $12.5M | Buy |
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|
2020
Q4 | $11.2M | Buy |
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|
2020
Q3 | $9.12M | Buy |
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|
2020
Q2 | $8.22M | Buy |
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|
2020
Q1 | $5.98M | Buy |
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