Essex Private Wealth Management’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
Q1 | – | Sell |
-11,221
| Closed | -$529K | – | 67 |
|
|
2020
Q4 | $529K | Buy |
11,221
+4,542
| +68% | +$214K | 0.52% | 37 |
|
|
2020
Q3 | $273K | Sell |
6,679
-7,833
| -54% | -$320K | 0.28% | 51 |
|
|
2020
Q2 | $562K | Sell |
14,512
-5,616
| -28% | -$217K | 0.65% | 33 |
|
|
2020
Q1 | $671K | Sell |
20,128
-1,733
| -8% | -$57.8K | 0.88% | 25 |
|
|
2019
Q4 | $963K | Buy |
+21,861
| New | +$963K | 0.97% | 23 |
|