AWA
ARS Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $398K | Hold |
7,722
| – | – | 0.07% | 90 |
|
|
2021
Q1 | $379K | Hold |
7,722
| – | – | 0.08% | 83 |
|
|
2020
Q4 | $365K | Sell |
7,722
-1,110
| -13% | -$52.5K | 0.08% | 87 |
|
|
2020
Q3 | $361K | Buy |
8,832
+1,416
| +19% | +$57.9K | 0.1% | 74 |
|
|
2020
Q2 | $288K | Buy |
7,416
+5
| +0.1% | +$194 | 0.09% | 78 |
|
|
2020
Q1 | $247K | Sell |
7,411
-846
| -10% | -$28.2K | 0.1% | 77 |
|
|
2019
Q4 | $364K | Buy |
8,257
+9
| +0.1% | +$397 | 0.11% | 74 |
|
|
2019
Q3 | $339K | Sell |
8,248
-699
| -8% | -$28.7K | 0.11% | 75 |
|
|
2019
Q2 | $373K | Sell |
8,947
-111
| -1% | -$4.63K | 0.12% | 75 |
|
|
2019
Q1 | $370K | Sell |
9,058
-4,005
| -31% | -$164K | 0.12% | 79 |
|
|
2018
Q4 | $485K | Sell |
13,063
-15,379
| -54% | -$571K | 0.18% | 65 |
|
|
2018
Q3 | $1.23M | Sell |
28,442
-183,794
| -87% | -$7.95M | 0.41% | 38 |
|
|
2018
Q2 | $9.11M | Buy |
212,236
+10,946
| +5% | +$470K | 3.27% | 8 |
|
|
2018
Q1 | $8.91M | Buy |
201,290
+79,761
| +66% | +$3.53M | 3.32% | 7 |
|
|
2017
Q4 | $5.45M | Buy |
+121,529
| New | +$5.45M | 2.02% | 10 |
|