CPA
Clear Perspective 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
Q4 | $642K | Sell |
12,573
-228
| -2% | -$11.6K | 0.19% | 82 |
|
|
2021
Q3 | $646K | Sell |
12,801
-36
| -0.3% | -$1.82K | 0.22% | 74 |
|
|
2021
Q2 | $661K | Sell |
12,837
-200
| -2% | -$10.3K | 0.23% | 75 |
|
|
2021
Q1 | $640K | Hold |
13,037
| – | – | 0.25% | 75 |
|
|
2020
Q4 | $615K | Sell |
13,037
-95
| -0.7% | -$4.48K | 0.25% | 74 |
|
|
2020
Q3 | $334 | Sell |
13,132
-155
| -1% | -$4 | 0.16% | 105 |
|
|
2020
Q2 | $515K | Sell |
13,287
-950
| -7% | -$36.8K | 0.28% | 66 |
|
|
2020
Q1 | $475K | Sell |
14,237
-945
| -6% | -$31.5K | 0.32% | 63 |
|
|
2019
Q4 | $669K | Sell |
15,182
-16,232
| -52% | -$715K | 0.41% | 59 |
|
|
2019
Q3 | $1.3M | Buy |
31,414
+15,207
| +94% | +$630K | 0.59% | 37 |
|
|
2019
Q2 | $676K | Sell |
16,207
-389
| -2% | -$16.2K | 0.43% | 59 |
|
|
2019
Q1 | $678K | Sell |
16,596
-7,500
| -31% | -$306K | 0.48% | 56 |
|
|
2018
Q4 | $894K | Buy |
24,096
+650
| +3% | +$24.1K | 0.74% | 36 |
|
|
2018
Q3 | $1.02M | Buy |
23,446
+8,375
| +56% | +$363K | 0.75% | 34 |
|
|
2018
Q2 | $647K | Buy |
15,071
+1,987
| +15% | +$85.3K | 0.45% | 66 |
|
|
2018
Q1 | $579K | Buy |
13,084
+2,025
| +18% | +$89.6K | 0.43% | 65 |
|
|
2017
Q4 | $496K | Buy |
11,059
+3,189
| +41% | +$143K | 0.38% | 76 |
|
|
2017
Q3 | $342K | Sell |
7,870
-3,100
| -28% | -$135K | 0.28% | 95 |
|
|
2017
Q2 | $453K | Hold |
10,970
| – | – | 0.38% | 70 |
|
|
2017
Q1 | $431K | Sell |
10,970
-2,500
| -19% | -$98.2K | 0.28% | 75 |
|
|
2016
Q4 | $492K | Buy |
+13,470
| New | +$492K | 0.33% | 70 |
|