Walkner Condon 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
Q2 | $3.25M | Sell |
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2025
Q1 | $3.01M | Sell |
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2024
Q4 | $3.07M | Sell |
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2024
Q3 | $3.62M | Sell |
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2024
Q2 | $3.56M | Sell |
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2024
Q1 | $3.57M | Sell |
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2023
Q4 | $3.55M | Buy |
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2023
Q3 | $3.06M | Buy |
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2023
Q2 | $2.9M | Buy |
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2023
Q1 | $2.67M | Sell |
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2022
Q4 | $2.54M | Buy |
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2022
Q3 | $2.16M | Buy |
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2022
Q2 | $2.03M | Buy |
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2022
Q1 | $2.2M | Sell |
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2021
Q4 | $2.56M | Buy |
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2021
Q3 | $2.4M | Buy |
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2021
Q2 | $2.27M | Buy |
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2021
Q1 | $1.7M | Buy |
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2020
Q4 | $1.28M | Buy |
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2020
Q3 | $999K | Buy |
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