DWA
Divergent 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $208K | Buy |
+3,942
| New | +$208K | 0.04% | 32 |
|
2024
Q1 | – | Sell |
-4,542
| Closed | -$218K | – | 36 |
|
2023
Q4 | $218K | Buy |
+4,542
| New | +$218K | 0.05% | 31 |
|
2023
Q3 | – | Sell |
-4,542
| Closed | -$210K | – | 35 |
|
2023
Q2 | $210K | Hold |
4,542
| – | – | 0.05% | 28 |
|
2023
Q1 | $205K | Buy |
+4,542
| New | +$205K | 0.05% | 28 |
|
2022
Q2 | – | Sell |
-4,542
| Closed | -$218K | – | 19 |
|
2022
Q1 | $218K | Buy |
4,542
+8
| +0.2% | +$384 | 0.05% | 18 |
|
2021
Q4 | $232K | Sell |
4,534
-202
| -4% | -$10.3K | 0.05% | 21 |
|
2021
Q3 | $239K | Buy |
+4,736
| New | +$239K | 0.05% | 17 |
|
2018
Q3 | – | Sell |
-250
| Closed | -$11K | – | 138 |
|
2018
Q2 | $11K | Hold |
250
| – | – | ﹤0.01% | 107 |
|
2018
Q1 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 108 |
|