CPA
Clear Perspective Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,671
| Closed | -$1.26M | – | 135 |
|
|
2019
Q4 | $1.26M | Sell |
22,671
-18,141
| -44% | -$1.01M | 0.78% | 30 |
|
|
2019
Q3 | $2.13M | Buy |
40,812
+21,623
| +113% | +$1.13M | 0.97% | 25 |
|
|
2019
Q2 | $1.01M | Buy |
19,189
+9,400
| +96% | +$496K | 0.65% | 36 |
|
|
2019
Q1 | $508K | Buy |
9,789
+904
| +10% | +$46.9K | 0.36% | 75 |
|
|
2018
Q4 | $420K | Sell |
8,885
-3,625
| -29% | -$171K | 0.35% | 85 |
|
|
2018
Q3 | $676K | Buy |
12,510
+2,000
| +19% | +$108K | 0.5% | 60 |
|
|
2018
Q2 | $569K | Sell |
10,510
-2,500
| -19% | -$135K | 0.4% | 74 |
|
|
2018
Q1 | $736K | Buy |
13,010
+535
| +4% | +$30.3K | 0.55% | 46 |
|
|
2017
Q4 | $709K | Buy |
12,475
+1,300
| +12% | +$73.9K | 0.54% | 46 |
|
|
2017
Q3 | $612K | Buy |
11,175
+650
| +6% | +$35.6K | 0.5% | 53 |
|
|
2017
Q2 | $547K | Buy |
10,525
+7,185
| +215% | +$373K | 0.46% | 55 |
|
|
2017
Q1 | $166K | Buy |
3,340
+2,725
| +443% | +$135K | 0.11% | 131 |
|
|
2016
Q4 | $28K | Buy |
+615
| New | +$28K | 0.02% | 250 |
|