AWAG
ARS Wealth Advisors Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,175
| Closed | -$314K | – | 160 |
|
|
2023
Q3 | $314K | Sell |
7,175
-33
| -0.5% | -$1.44K | 0.05% | 109 |
|
|
2023
Q2 | $333K | Hold |
7,208
| – | – | 0.05% | 107 |
|
|
2023
Q1 | $326K | Hold |
7,208
| – | – | 0.06% | 97 |
|
|
2022
Q4 | $303K | Sell |
7,208
-489
| -6% | -$20.5K | 0.05% | 109 |
|
|
2022
Q3 | $280K | Sell |
7,697
-806
| -9% | -$29.3K | 0.04% | 121 |
|
|
2022
Q2 | $347K | Buy |
8,503
+14
| +0.2% | +$571 | 0.05% | 121 |
|
|
2022
Q1 | $408K | Sell |
8,489
-200
| -2% | -$9.61K | 0.07% | 87 |
|
|
2021
Q4 | $444K | Buy |
8,689
+432
| +5% | +$22.1K | 0.07% | 90 |
|
|
2021
Q3 | $417K | Buy |
+8,257
| New | +$417K | 0.08% | 89 |
|