Valmark Advisers’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 | $9.58M | Buy |
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|
2025
Q1 | $8.14M | Buy |
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|
2024
Q4 | $7.08M | Buy |
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|
2024
Q3 | $7.22M | Buy |
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|
2024
Q2 | $6.73M | Buy |
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|
2024
Q1 | $6.65M | Buy |
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|
2023
Q4 | $6.22M | Sell |
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|
2023
Q3 | $5.76M | Sell |
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|
2023
Q2 | $6M | Sell |
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|
2023
Q1 | $6.37M | Buy |
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|
2022
Q4 | $5.95M | Sell |
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|
2022
Q3 | $5.68M | Sell |
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|
2022
Q2 | $6.44M | Sell |
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|
2022
Q1 | $8.01M | Buy |
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|
2021
Q4 | $8.56M | Sell |
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|
2021
Q3 | $9M | Sell |
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|
2021
Q2 | $9.54M | Sell |
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|
2021
Q1 | $17M | Buy |
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|
2020
Q4 | $15.3M | Buy |
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|
2020
Q3 | $12.1M | Buy |
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|
2020
Q2 | $10.5M | Buy |
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|
2020
Q1 | $8.07M | Buy |
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|
2019
Q4 | $10M | Buy |
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|
2019
Q3 | $8.74M | Buy |
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|
2019
Q2 | $6.86M | Buy |
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|
2019
Q1 | $5.6M | Sell |
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|
2018
Q4 | $73.5M | Buy |
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|
2018
Q3 | $83.2M | Buy |
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|
2018
Q2 | $84M | Buy |
|
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|
2018
Q1 | $86.1M | Sell |
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|
2017
Q4 | $91M | Buy |
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|
2017
Q3 | $86.5M | Sell |
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|
2017
Q2 | $83.4M | Sell |
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|
2017
Q1 | $81.1M | Sell |
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|
2016
Q4 | $77.8M | Buy |
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|
2016
Q3 | $79.8M | Sell |
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|
2016
Q2 | $78.1M | Sell |
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|
2016
Q1 | $79.2M | Buy |
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|
2015
Q4 | $75.2M | Sell |
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|
2015
Q3 | $81.7M | Buy |
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|
2015
Q2 | $87.6M | Sell |
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|
2015
Q1 | $86.6M | Sell |
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|
2014
Q4 | $84.3M | Buy |
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|
2014
Q3 | $82.3M | Buy |
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|
2014
Q2 | $83.9M | Buy |
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|
2014
Q1 | $77.8M | Buy |
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|
2013
Q4 | $72.5M | Buy |
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|
2013
Q3 | $65.6M | Buy |
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|
2013
Q2 | $55.2M | Buy |
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