Veritable’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
Q1
Sell
2022
Q4
$661K Sell
2022
Q3
$598K Sell
2022
Q2
$1.42M Buy
2022
Q1
$294K Buy
2021
Q4
$307K Hold
2021
Q3
$307K Sell
2021
Q2
$388K Hold
2021
Q1
$365K Buy
2020
Q4
$333K Buy
2016
Q1
Sell
2015
Q4
$356K Hold
2015
Q3
$347K Sell
2015
Q2
$498K Sell
2015
Q1
$515K Buy
2014
Q4
$416K Buy
2014
Q3
$261K Hold
2014
Q2
$284K Hold
2014
Q1
$273K Hold
2013
Q4
$263K Buy