Whittier Trust’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 | $677K | Buy |
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|
2025
Q2 | $623K | Hold |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $428K | Hold |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $446K | Sell |
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|
2023
Q3 | $435K | Hold |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $520K | Sell |
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|
2022
Q2 | $618K | Sell |
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|
2022
Q1 | $771K | Buy |
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|
2021
Q4 | $833K | Buy |
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|
2021
Q3 | $829K | Buy |
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|
2021
Q2 | $846K | Sell |
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|
2021
Q1 | $859K | Buy |
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|
2020
Q4 | $665K | Hold |
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|
2020
Q3 | $574K | Sell |
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|
2020
Q2 | $540K | Sell |
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|
2020
Q1 | $701K | Sell |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $985K | Sell |
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|
2019
Q2 | $1.14M | Hold |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $927K | Hold |
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|
2018
Q3 | $1.1M | Hold |
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|
2018
Q2 | $1.13M | Hold |
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|
2018
Q1 | $1.17M | Hold |
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|
2017
Q4 | $1.17M | Buy |
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|
2017
Q3 | $954K | Buy |
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|
2017
Q2 | $868K | Buy |
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|
2017
Q1 | $729K | Hold |
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|
2016
Q4 | $667K | Sell |
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|
2016
Q3 | $800K | Hold |
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|
2016
Q2 | $748K | Hold |
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|
2016
Q1 | $750K | Sell |
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|
2015
Q4 | $782K | Sell |
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|
2015
Q3 | $864K | Sell |
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|
2015
Q2 | $982K | Buy |
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|
2015
Q1 | $791K | Buy |
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|
2014
Q4 | $758K | Sell |
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|
2014
Q3 | $860K | Hold |
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|
2014
Q2 | $935K | Buy |
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|
2014
Q1 | $405K | Buy |
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|
2013
Q4 | $46K | Hold |
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|
2013
Q3 | $45K | Hold |
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|
2013
Q2 | $40K | Buy |
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