Welch & Forbes’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Hold |
10,334
| – | – | 0.02% | 203 |
|
|
2025
Q1 | $1.19M | Sell |
10,334
-150
| -1% | -$17.3K | 0.02% | 214 |
|
|
2024
Q4 | $1.2M | Buy |
10,484
+194
| +2% | +$22.2K | 0.02% | 213 |
|
|
2024
Q3 | $1.3M | Sell |
10,290
-25
| -0.2% | -$3.15K | 0.02% | 210 |
|
|
2024
Q2 | $1.23M | Hold |
10,315
| – | – | 0.02% | 212 |
|
|
2024
Q1 | $1.21M | Buy |
10,315
+275
| +3% | +$32.1K | 0.02% | 217 |
|
|
2023
Q4 | $1.15M | Sell |
10,040
-400
| -4% | -$46K | 0.02% | 216 |
|
|
2023
Q3 | $1.11M | Sell |
10,440
-500
| -5% | -$53.1K | 0.02% | 217 |
|
|
2023
Q2 | $1.21M | Hold |
10,940
| – | – | 0.02% | 213 |
|
|
2023
Q1 | $1.2M | Hold |
10,940
| – | – | 0.02% | 211 |
|
|
2022
Q4 | $1.12M | Sell |
10,940
-150
| -1% | -$15.4K | 0.02% | 217 |
|
|
2022
Q3 | $1.03M | Sell |
11,090
-125
| -1% | -$11.6K | 0.02% | 220 |
|
|
2022
Q2 | $1.16M | Buy |
11,215
+225
| +2% | +$23.2K | 0.02% | 206 |
|
|
2022
Q1 | $1.36M | Hold |
10,990
| – | – | 0.02% | 205 |
|
|
2021
Q4 | $1.47M | Sell |
10,990
-55
| -0.5% | -$7.37K | 0.02% | 205 |
|
|
2021
Q3 | $1.48M | Sell |
11,045
-150
| -1% | -$20.1K | 0.02% | 199 |
|
|
2021
Q2 | $1.53M | Sell |
11,195
-20
| -0.2% | -$2.73K | 0.03% | 194 |
|
|
2021
Q1 | $1.44M | Sell |
11,215
-450
| -4% | -$57.8K | 0.03% | 188 |
|
|
2020
Q4 | $1.42M | Hold |
11,665
| – | – | 0.03% | 186 |
|
|
2020
Q3 | $1.23M | Sell |
11,665
-300
| -3% | -$31.6K | 0.03% | 184 |
|
|
2020
Q2 | $1.16M | Sell |
11,965
-2,400
| -17% | -$232K | 0.03% | 183 |
|
|
2020
Q1 | $1.12M | Sell |
14,365
-1,425
| -9% | -$112K | 0.03% | 182 |
|
|
2019
Q4 | $1.76M | Buy |
15,790
+2,625
| +20% | +$292K | 0.04% | 177 |
|
|
2019
Q3 | $1.34M | Sell |
13,165
-24,765
| -65% | -$2.53M | 0.03% | 189 |
|
|
2019
Q2 | $3.99M | Buy |
37,930
+4,520
| +14% | +$476K | 0.1% | 134 |
|
|
2019
Q1 | $3.48M | Buy |
33,410
+720
| +2% | +$75K | 0.09% | 142 |
|
|
2018
Q4 | $3.1M | Sell |
32,690
-6,935
| -18% | -$657K | 0.09% | 139 |
|
|
2018
Q3 | $4.45M | Buy |
39,625
+4,445
| +13% | +$499K | 0.11% | 134 |
|
|
2018
Q2 | $4.06M | Buy |
35,180
+6,095
| +21% | +$703K | 0.11% | 135 |
|
|
2018
Q1 | $3.47M | Buy |
29,085
+21,720
| +295% | +$2.59M | 0.09% | 143 |
|
|
2017
Q4 | $878K | Buy |
+7,365
| New | +$878K | 0.02% | 199 |
|