Windward Private Wealth Management’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 | $754K | Sell |
|
|||||
|
2025
Q1 | $731K | Sell |
|
|||||
|
2024
Q4 | $725K | Buy |
|
|||||
|
2024
Q3 | $750K | Sell |
|
|||||
|
2024
Q2 | $703K | Sell |
|
|||||
|
2024
Q1 | $723K | Sell |
|
|||||
|
2023
Q4 | $738K | Buy |
|
|||||
|
2023
Q3 | $543K | Buy |
|
|||||
|
2023
Q2 | $501K | Hold |
|
|||||
|
2023
Q1 | $496K | Sell |
|
|||||
|
2022
Q4 | $491K | Hold |
|
|||||
|
2022
Q3 | $444K | Sell |
|
|||||
|
2022
Q2 | $515K | Hold |
|
|||||
|
2022
Q1 | $618K | Sell |
|
|||||
|
2021
Q4 | $699K | Sell |
|
|||||
|
2021
Q3 | $726K | Sell |
|
|||||
|
2021
Q2 | $847K | Sell |
|
|||||
|
2021
Q1 | $799K | Sell |
|
|||||
|
2020
Q4 | $778K | Buy |
|