WBH Advisory’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 | $264K | Sell |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $357K | Sell |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $367K | Sell |
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|
2021
Q1 | $344K | Hold |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $282K | Sell |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $215 | Hold |
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|
2019
Q4 | $305K | Sell |
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|
2019
Q3 | $315K | Hold |
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|
2019
Q2 | $325K | Buy |
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|
2019
Q1 | $322K | Hold |
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|
2018
Q4 | $293 | Sell |
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|
2018
Q3 | $347K | Buy |
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|
2018
Q2 | $357K | Sell |
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|
2018
Q1 | $373K | Hold |
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|
2017
Q4 | $373K | Buy |
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|
2017
Q3 | $358K | Buy |
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|
2017
Q2 | $337K | Sell |
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|
2017
Q1 | $381K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $301K | Buy |
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|
2016
Q2 | $281K | Sell |
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|
2016
Q1 | $286K | Buy |
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|
2015
Q4 | $242 | Hold |
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|
2015
Q3 | $236K | Hold |
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|
2015
Q2 | $265K | Sell |
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|
2015
Q1 | $278 | Sell |
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|
2014
Q4 | $427K | Sell |
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|
2014
Q3 | $465K | Hold |
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|
2014
Q2 | $506K | Hold |
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|
2014
Q1 | $487K | Buy |
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|
2013
Q4 | $465K | Hold |
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|
2013
Q3 | $449K | Sell |
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|
2013
Q2 | $405K | Buy |
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