Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $461K | Sell |
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|
2025
Q2 | $473K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $367K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $166K | Buy |
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|
2020
Q4 | $146K | Buy |
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|
2020
Q3 | $115K | Buy |
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|
2020
Q2 | $103K | Buy |
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|
2020
Q1 | $0 | Sell |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $1K | Buy |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Sell |
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|
2018
Q4 | $4K | Sell |
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|
2018
Q3 | $58K | Sell |
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|
2018
Q2 | $86K | Buy |
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|
2018
Q1 | $36K | Buy |
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|
2017
Q4 | $21K | Buy |
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|
2017
Q3 | $17K | Buy |
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