AWM
Aevitas Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $322K | Sell |
4,997
-3,446
| -41% | -$222K | 0.19% | 92 |
|
|
2022
Q3 | $485K | Sell |
8,443
-3,861
| -31% | -$222K | 0.36% | 68 |
|
|
2022
Q2 | $781K | Sell |
12,304
-2,053
| -14% | -$130K | 0.53% | 54 |
|
|
2022
Q1 | $1.06M | Sell |
14,357
-168
| -1% | -$12.4K | 0.65% | 44 |
|
|
2021
Q4 | $1.13M | Buy |
14,525
+90
| +0.6% | +$7.02K | 0.67% | 42 |
|
|
2021
Q3 | $1.17M | Sell |
14,435
-179
| -1% | -$14.5K | 0.75% | 35 |
|
|
2021
Q2 | $1.2M | Buy |
14,614
+28
| +0.2% | +$2.31K | 0.77% | 37 |
|
|
2021
Q1 | $1.19M | Buy |
14,586
+9
| +0.1% | +$735 | 0.83% | 36 |
|
|
2020
Q4 | $1.16M | Sell |
14,577
-2,196
| -13% | -$175K | 0.85% | 33 |
|
|
2020
Q3 | $1.14M | Buy |
16,773
+26
| +0.2% | +$1.77K | 0.94% | 29 |
|
|
2020
Q2 | $1.07M | Sell |
16,747
-3,280
| -16% | -$209K | 0.98% | 25 |
|
|
2020
Q1 | $1.11M | Sell |
20,027
-5,175
| -21% | -$286K | 1.24% | 23 |
|
|
2019
Q4 | $1.75M | Sell |
25,202
-424
| -2% | -$29.5K | 1.65% | 16 |
|
|
2019
Q3 | $1.69M | Sell |
25,626
-1,132
| -4% | -$74.8K | 1.7% | 18 |
|
|
2019
Q2 | $1.77M | Sell |
26,758
-2,258
| -8% | -$149K | 1.78% | 13 |
|
|
2019
Q1 | $1.91M | Sell |
29,016
-2,135
| -7% | -$141K | 1.7% | 11 |
|
|
2018
Q4 | $1.89M | Sell |
31,151
-2,365
| -7% | -$143K | 1.93% | 10 |
|
|
2018
Q3 | $2.38M | Sell |
33,516
-68
| -0.2% | -$4.84K | 2.16% | 9 |
|
|
2018
Q2 | $2.35M | Sell |
33,584
-811
| -2% | -$56.7K | 2.29% | 8 |
|
|
2018
Q1 | $2.51M | Buy |
34,395
+987
| +3% | +$72K | 2.51% | 6 |
|
|
2017
Q4 | $2.44M | Buy |
+33,408
| New | +$2.44M | 2.31% | 6 |
|