CWA
Consilio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,421
| Closed | -$228K | – | 48 |
|
|
2022
Q4 | $228K | Sell |
5,421
-4,383
| -45% | -$184K | 0.15% | 43 |
|
|
2022
Q3 | $356K | Sell |
9,804
-221
| -2% | -$8.03K | 0.28% | 40 |
|
|
2022
Q2 | $409K | Hold |
10,025
| – | – | 0.33% | 30 |
|
|
2022
Q1 | $482K | Sell |
10,025
-14,487
| -59% | -$697K | 0.38% | 32 |
|
|
2021
Q4 | $1.28M | Buy |
+24,512
| New | +$1.28M | 0.99% | 25 |
|