Warner Financial’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 | $831K | Hold |
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|
2025
Q2 | $784K | Hold |
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|
2025
Q1 | $674K | Hold |
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|
2024
Q4 | $668K | Sell |
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|
2024
Q3 | $739K | Sell |
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|
2024
Q2 | $746K | Buy |
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|
2024
Q1 | $735K | Hold |
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|
2023
Q4 | $724K | Buy |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $682K | Buy |
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|
2023
Q1 | $669K | Buy |
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|
2022
Q4 | $540K | Buy |
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|
2022
Q3 | $206K | Buy |
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