EverSource Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-196
| Closed | -$15K | – | 3136 |
|
2024
Q2 | $15K | Buy |
+196
| New | +$15K | ﹤0.01% | 1650 |
|
2023
Q2 | – | Sell |
-40
| Closed | -$2.71K | – | 2628 |
|
2023
Q1 | $2.71K | Hold |
40
| – | – | ﹤0.01% | 1843 |
|
2022
Q4 | $2.57K | Hold |
40
| – | – | ﹤0.01% | 1835 |
|
2022
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 1738 |
|
2022
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 1445 |
|