AWM
Aevitas Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $325K | Buy |
7,753
+57
| +0.7% | +$2.39K | 0.19% | 90 |
|
|
2022
Q3 | $280K | Buy |
7,696
+15
| +0.2% | +$546 | 0.21% | 93 |
|
|
2022
Q2 | $313K | Sell |
7,681
-166
| -2% | -$6.76K | 0.21% | 91 |
|
|
2022
Q1 | $377K | Sell |
7,847
-666
| -8% | -$32K | 0.23% | 88 |
|
|
2021
Q4 | $435K | Sell |
8,513
-159
| -2% | -$8.13K | 0.26% | 88 |
|
|
2021
Q3 | $438K | Buy |
8,672
+23
| +0.3% | +$1.16K | 0.28% | 88 |
|
|
2021
Q2 | $446K | Buy |
8,649
+47
| +0.5% | +$2.42K | 0.28% | 88 |
|
|
2021
Q1 | $422K | Sell |
8,602
-653
| -7% | -$32K | 0.29% | 83 |
|
|
2020
Q4 | $437K | Sell |
9,255
-3,955
| -30% | -$187K | 0.32% | 73 |
|
|
2020
Q3 | $540K | Sell |
13,210
-980
| -7% | -$40.1K | 0.44% | 63 |
|
|
2020
Q2 | $550K | Sell |
14,190
-1,216
| -8% | -$47.1K | 0.51% | 57 |
|
|
2020
Q1 | $514K | Sell |
15,406
-1,856
| -11% | -$61.9K | 0.58% | 50 |
|
|
2019
Q4 | $761K | Sell |
17,262
-440
| -2% | -$19.4K | 0.72% | 40 |
|
|
2019
Q3 | $727K | Sell |
17,702
-954
| -5% | -$39.2K | 0.73% | 40 |
|
|
2019
Q2 | $778K | Sell |
18,656
-4,064
| -18% | -$169K | 0.78% | 38 |
|
|
2019
Q1 | $928K | Sell |
22,720
-2,986
| -12% | -$122K | 0.83% | 36 |
|
|
2018
Q4 | $954K | Sell |
25,706
-21,173
| -45% | -$786K | 0.98% | 28 |
|
|
2018
Q3 | $2.03M | Sell |
46,879
-4,364
| -9% | -$189K | 1.84% | 11 |
|
|
2018
Q2 | $2.2M | Sell |
51,243
-1,713
| -3% | -$73.5K | 2.14% | 10 |
|
|
2018
Q1 | $2.34M | Buy |
52,956
+2,579
| +5% | +$114K | 2.34% | 8 |
|
|
2017
Q4 | $2.26M | Buy |
+50,377
| New | +$2.26M | 2.14% | 7 |
|