CWA
Constellation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $526K | Buy |
14,745
+6,715
| +84% | +$240K | 0.06% | 62 |
|
|
2015
Q2 | $318K | Sell |
8,030
-1,230
| -13% | -$48.7K | 0.03% | 157 |
|
|
2015
Q1 | $369K | Sell |
9,260
-1,334
| -13% | -$53.2K | 0.03% | 155 |
|
|
2014
Q4 | $401K | Sell |
10,594
-2,894,776
| -100% | -$110M | 0.03% | 145 |
|
|
2014
Q3 | $115M | Buy |
2,905,370
+2,729,786
| +1,555% | +$109M | 10.65% | 2 |
|
|
2014
Q2 | $7.48M | Buy |
175,584
+29,463
| +20% | +$1.25M | 0.84% | 32 |
|
|
2014
Q1 | $6.03M | Buy |
146,121
+53,248
| +57% | +$2.2M | 0.59% | 47 |
|
|
2013
Q4 | $3.87M | Buy |
92,873
+71,794
| +341% | +$2.99M | 0.37% | 65 |
|
|
2013
Q3 | $834K | Buy |
+21,079
| New | +$834K | 0.09% | 125 |
|