Waverly 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 | $1.86M | Buy |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $5.89M | Sell |
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|
2024
Q2 | $5.93M | Buy |
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|
2024
Q1 | $5.87M | Buy |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $2.14M | Sell |
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|
2023
Q1 | $2.18M | Sell |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $1.86M | Buy |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $1.49M | Sell |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $949K | Buy |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $1.27M | Buy |
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|
2019
Q1 | $1.24M | Buy |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $932K | Buy |
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|
2018
Q2 | $949K | Sell |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $992K | Buy |
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|
2016
Q4 | $893K | Buy |
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|
2016
Q3 | $928K | Sell |
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|
2016
Q2 | $879K | Sell |
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|
2016
Q1 | $908K | Buy |
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|
2015
Q4 | $882K | Sell |
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|
2015
Q3 | $884K | Sell |
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|
2015
Q2 | $1.04M | Sell |
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|
2015
Q1 | $1.43M | Buy |
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|
2014
Q4 | $937K | Buy |
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|
2014
Q3 | $788K | Buy |
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|
2014
Q2 | $813K | Buy |
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|
2014
Q1 | $644K | Sell |
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|
2013
Q4 | $704K | Buy |
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|
2013
Q3 | $456K | Buy |
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|
2013
Q2 | $376K | Buy |
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