BSWA
Bromfield Sneider 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $77.5K | Hold |
1,545
| – | – | 0.05% | 60 |
|
2023
Q4 | $74K | Hold |
1,545
| – | – | 0.05% | 58 |
|
2023
Q3 | $67.6K | Hold |
1,545
| – | – | 0.05% | 58 |
|
2023
Q2 | $71.4K | Buy |
1,545
+14
| +0.9% | +$647 | 0.06% | 58 |
|
2023
Q1 | $69.1K | Buy |
1,531
+6
| +0.4% | +$271 | 0.06% | 57 |
|
2022
Q4 | $64K | Buy |
1,525
+18
| +1% | +$755 | 0.06% | 54 |
|
2022
Q3 | $55K | Buy |
1,507
+4
| +0.3% | +$146 | 0.07% | 54 |
|
2022
Q2 | $61K | Buy |
1,503
+355
| +31% | +$14.4K | 0.07% | 53 |
|
2022
Q1 | $55K | Buy |
+1,148
| New | +$55K | 0.06% | 63 |
|