DPA
Delphi Private Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,832
| Closed | -$339K | – | 68 |
|
|
2018
Q3 | $339K | Sell |
7,832
-1,088
| -12% | -$47.1K | 1.16% | 7 |
|
|
2018
Q2 | $383K | Hold |
8,920
| – | – | 1.28% | 7 |
|
|
2018
Q1 | $395K | Hold |
8,920
| – | – | 1.57% | 6 |
|
|
2017
Q4 | $400K | Buy |
8,920
+7,832
| +720% | +$351K | 0.98% | 11 |
|
|
2017
Q3 | $47K | Hold |
1,088
| – | – | 0.14% | 34 |
|
|
2017
Q2 | $45K | Hold |
1,088
| – | – | 0.09% | 41 |
|
|
2017
Q1 | $43K | Buy |
+1,088
| New | +$43K | 0.08% | 37 |
|