WealthShield Partners’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 | $367K | Hold |
|
|||||
|
2025
Q2 | $346K | Sell |
|
|||||
|
2025
Q1 | $343K | Buy |
|
|||||
|
2024
Q4 | $323K | Sell |
|
|||||
|
2024
Q3 | $359K | Buy |
|
|||||
|
2024
Q2 | $335K | Sell |
|
|||||
|
2024
Q1 | $386K | Buy |
|
|||||
|
2023
Q4 | $379K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $31K | Buy |
|
|||||
|
2018
Q3 | $5K | Hold |
|
|||||
|
2018
Q2 | $5K | Hold |
|
|||||
|
2018
Q1 | $5K | Hold |
|
|||||
|
2017
Q4 | $5K | Buy |
|