Uptown Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Uptown Financial Advisors’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.67M	Buy
2025 Q2	$2.48M	Sell
2025 Q1	$2.2M	Buy
2024 Q4	$2.12M	Buy