Berman Capital Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.43M | Buy |
28,375
+19
| +0.1% | +$959 | 0.23% | 54 |
|
|
2021
Q2 | $1.46M | Sell |
28,356
-1,035
| -4% | -$53.3K | 0.23% | 53 |
|
|
2021
Q1 | $1.44M | Sell |
29,391
-40,740
| -58% | -$2M | 0.3% | 43 |
|
|
2020
Q4 | $3.31M | Buy |
70,131
+3,652
| +5% | +$172K | 0.79% | 18 |
|
|
2020
Q3 | $2.72M | Sell |
66,479
-326
| -0.5% | -$13.3K | 0.77% | 20 |
|
|
2020
Q2 | $2.59M | Sell |
66,805
-41,722
| -38% | -$1.62M | 0.68% | 22 |
|
|
2020
Q1 | $3.62M | Buy |
+108,527
| New | +$3.62M | 1.17% | 15 |
|
|
2018
Q4 | – | Sell |
-96,820
| Closed | -$4.19M | – | 1278 |
|
|
2018
Q3 | $4.19M | Sell |
96,820
-7,053
| -7% | -$305K | 1.76% | 13 |
|
|
2018
Q2 | $4.46M | Sell |
103,873
-3,872
| -4% | -$166K | 1.55% | 16 |
|
|
2018
Q1 | $4.77M | Sell |
107,745
-3,463
| -3% | -$153K | 1.82% | 15 |
|
|
2017
Q4 | $4.99M | Buy |
+111,208
| New | +$4.99M | 1.65% | 18 |
|