Trellis Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $1.77M | Hold |
|
|||||
|
2023
Q2 | $1.84M | Hold |
|
|||||
|
2023
Q1 | $1.82M | Hold |
|
|||||
|
2022
Q4 | $1.72M | Buy |
|
|||||
|
2022
Q3 | $1.32M | Buy |
|
|||||
|
2022
Q2 | $1.22M | Buy |
|
|||||
|
2022
Q1 | $1.43M | Hold |
|
|||||
|
2021
Q4 | $1.55M | Hold |
|
|||||
|
2021
Q3 | $1.54M | Hold |
|
|||||
|
2021
Q2 | $1.58M | Hold |
|
|||||
|
2021
Q1 | $1.48M | Hold |
|
|||||
|
2020
Q4 | $1.41M | Sell |
|
|||||
|
2020
Q3 | $1.23M | Sell |
|
|||||
|
2020
Q2 | $1.13M | Buy |
|
|||||
|
2020
Q1 | $856K | Buy |
|