CI
Cavalier Investments’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-28,068
| Closed | -$1.3M | – | 100 |
|
|
2023
Q2 | $1.3M | Sell |
28,068
-1,497
| -5% | -$69.1K | 0.47% | 56 |
|
|
2023
Q1 | $1.34M | Buy |
+29,565
| New | +$1.34M | 0.55% | 38 |
|
|
2018
Q3 | – | Sell |
-11,143
| Closed | -$478K | – | 184 |
|
|
2018
Q2 | $478K | Sell |
11,143
-185,358
| -94% | -$7.95M | 0.16% | 112 |
|
|
2018
Q1 | $8.7M | Buy |
196,501
+130,364
| +197% | +$5.77M | 3.07% | 8 |
|
|
2017
Q4 | $2.97M | Buy |
+66,137
| New | +$2.97M | 1.18% | 25 |
|
|
2016
Q3 | – | Sell |
-5,973
| Closed | -$211K | – | 167 |
|
|
2016
Q2 | $211K | Hold |
5,973
| – | – | 0.12% | 112 |
|
|
2016
Q1 | $214K | Buy |
+5,973
| New | +$214K | 0.12% | 92 |
|