Epstein & White Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $454K | Sell |
8,788
-62
| -0.7% | -$3.2K | 0.12% | 42 |
|
|
2021
Q1 | $436K | Buy |
8,850
+1,052
| +13% | +$51.8K | 0.13% | 41 |
|
|
2020
Q4 | $368K | Buy |
+7,798
| New | +$368K | 0.11% | 45 |
|
|
2020
Q2 | – | Sell |
-6,709
| Closed | -$223K | – | 84 |
|
|
2020
Q1 | $223K | Buy |
6,709
+1,047
| +18% | +$34.8K | 0.09% | 69 |
|
|
2019
Q4 | $251K | Sell |
5,662
-673
| -11% | -$29.8K | 0.11% | 63 |
|
|
2019
Q3 | $260K | Sell |
6,335
-3,089
| -33% | -$127K | 0.13% | 55 |
|
|
2019
Q2 | $391K | Buy |
9,424
+805
| +9% | +$33.4K | 0.21% | 53 |
|
|
2019
Q1 | $350K | Sell |
8,619
-2,694
| -24% | -$109K | 0.2% | 55 |
|
|
2018
Q4 | $420K | Sell |
11,313
-573
| -5% | -$21.3K | 0.26% | 33 |
|
|
2018
Q3 | $513K | Sell |
11,886
-4,297
| -27% | -$185K | 0.34% | 35 |
|
|
2018
Q2 | $695K | Sell |
16,183
-43,231
| -73% | -$1.86M | 0.52% | 25 |
|
|
2018
Q1 | $2.63M | Sell |
59,414
-113,322
| -66% | -$5.01M | 1.68% | 13 |
|
|
2017
Q4 | $8.09M | Buy |
+172,736
| New | +$8.09M | 4.68% | 5 |
|