Upper Left 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
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|
2025
Q1 | $2.11M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $982K | Buy |
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|
2022
Q2 | $951K | Buy |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $412K | Buy |
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