EA
Elm Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $1.31M | Sell |
27,351
-16,420
| -38% | -$789K | 1.77% | 17 |
|
2021
Q4 | $2.24M | Hold |
43,771
| – | – | 1.24% | 19 |
|
2021
Q3 | $2.21M | Buy |
43,771
+568
| +1% | +$28.7K | 1.32% | 19 |
|
2021
Q2 | $2.23M | Sell |
43,203
-155
| -0.4% | -$7.99K | 1.3% | 19 |
|
2021
Q1 | $2.13M | Sell |
43,358
-638
| -1% | -$31.3K | 1.32% | 19 |
|
2020
Q4 | $2.08M | Sell |
43,996
-100
| -0.2% | -$4.72K | 1.27% | 19 |
|
2020
Q3 | $1.8M | Sell |
44,096
-3,490
| -7% | -$143K | 1.24% | 20 |
|
2020
Q2 | $1.85M | Sell |
47,586
-11,515
| -19% | -$447K | 1.3% | 20 |
|
2020
Q1 | $1.97M | Buy |
59,101
+4,606
| +8% | +$154K | 1.61% | 17 |
|
2019
Q4 | $2.4M | Sell |
54,495
-1,600
| -3% | -$70.5K | 1.51% | 16 |
|
2019
Q3 | $2.3M | Buy |
56,095
+150
| +0.3% | +$6.16K | 1.57% | 16 |
|
2019
Q2 | $2.33M | Buy |
55,945
+3,340
| +6% | +$139K | 1.59% | 16 |
|
2019
Q1 | $2.15M | Buy |
52,605
+1,135
| +2% | +$46.4K | 1.51% | 16 |
|
2018
Q4 | $1.91M | Buy |
51,470
+165
| +0.3% | +$6.12K | 1.54% | 16 |
|
2018
Q3 | $2.22M | Buy |
51,305
+770
| +2% | +$33.3K | 1.49% | 15 |
|
2018
Q2 | $2.17M | Buy |
50,535
+390
| +0.8% | +$16.7K | 1.66% | 15 |
|
2018
Q1 | $2.22M | Sell |
50,145
-685
| -1% | -$30.3K | 1.72% | 14 |
|
2017
Q4 | $2.28M | Sell |
50,830
-80
| -0.2% | -$3.59K | 1.7% | 14 |
|
2017
Q3 | $2.21M | Sell |
50,910
-425
| -0.8% | -$18.4K | 1.75% | 14 |
|
2017
Q2 | $2.12M | Hold |
51,335
| – | – | 1.74% | 14 |
|
2017
Q1 | $2.02M | Hold |
51,335
| – | – | 1.68% | 14 |
|
2016
Q4 | $1.88M | Buy |
51,335
+1,665
| +3% | +$60.8K | 1.69% | 14 |
|
2016
Q3 | $1.86M | Buy |
49,670
+150
| +0.3% | +$5.61K | 1.72% | 13 |
|
2016
Q2 | $1.75M | Hold |
49,520
| – | – | 1.66% | 13 |
|
2016
Q1 | $1.78M | Buy |
49,520
+340
| +0.7% | +$12.2K | 1.72% | 13 |
|
2015
Q4 | $1.81M | Sell |
49,180
-1,775
| -3% | -$65.2K | 1.78% | 13 |
|
2015
Q3 | $1.82M | Hold |
50,955
| – | – | 1.88% | 13 |
|
2015
Q2 | $2.02M | Sell |
50,955
-2,910
| -5% | -$115K | 1.9% | 13 |
|
2015
Q1 | $2.15M | Buy |
53,865
+2,800
| +5% | +$112K | 1.98% | 13 |
|
2014
Q4 | $1.93M | Buy |
51,065
+915
| +2% | +$34.7K | 1.77% | 13 |
|
2014
Q3 | $1.99M | Buy |
50,150
+570
| +1% | +$22.7K | 1.89% | 13 |
|
2014
Q2 | $2.11M | Buy |
49,580
+1,580
| +3% | +$67.3K | 1.97% | 13 |
|
2014
Q1 | $1.98M | Buy |
48,000
+500
| +1% | +$20.6K | 1.91% | 13 |
|
2013
Q4 | $1.98M | Buy |
+47,500
| New | +$1.98M | 1.92% | 13 |
|