CA
CapWealth 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
Q4 | – | Sell |
-3,795
| Closed | -$200K | – | 109 |
|
|
2024
Q3 | $200K | Buy |
+3,795
| New | +$200K | 0.02% | 105 |
|
|
2016
Q4 | – | Sell |
-229
| Closed | -$9K | – | 249 |
|
|
2016
Q3 | $9K | Buy |
+229
| New | +$9K | ﹤0.01% | 222 |
|
|
2016
Q2 | – | Sell |
-393
| Closed | -$14K | – | 318 |
|
|
2016
Q1 | $14K | Buy |
+393
| New | +$14K | ﹤0.01% | 220 |
|
|
2014
Q4 | – | Sell |
-921
| Closed | -$37K | – | 266 |
|
|
2014
Q3 | $37K | Buy |
+921
| New | +$37K | 0.01% | 143 |
|