GWA
Guidant 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $18.3M | Buy |
446,164
+34,020
| +8% | +$1.4M | 6.81% | 2 |
|
2019
Q2 | $17.2M | Buy |
412,144
+17,995
| +5% | +$751K | 6.64% | 2 |
|
2019
Q1 | $16.1M | Buy |
394,149
+50,909
| +15% | +$2.08M | 6.28% | 2 |
|
2018
Q4 | $12.7M | Sell |
343,240
-65,148
| -16% | -$2.42M | 5.94% | 2 |
|
2018
Q3 | $17.9M | Buy |
408,388
+19,555
| +5% | +$857K | 7.48% | 2 |
|
2018
Q2 | $16.7M | Buy |
388,833
+22,052
| +6% | +$946K | 7.26% | 2 |
|
2018
Q1 | $16.2M | Buy |
366,781
+4,981
| +1% | +$220K | 7.33% | 3 |
|
2017
Q4 | $16.9M | Buy |
361,800
+27,246
| +8% | +$1.27M | 7.57% | 2 |
|
2017
Q3 | $14.5M | Buy |
334,554
+8,318
| +3% | +$361K | 10.3% | 2 |
|
2017
Q2 | $13.4M | Buy |
326,236
+2,781
| +0.9% | +$114K | 6.93% | 2 |
|
2017
Q1 | $12.6M | Buy |
323,455
+31,327
| +11% | +$1.22M | 6.62% | 2 |
|
2016
Q4 | $11M | Buy |
292,128
+106,051
| +57% | +$3.99M | 6.23% | 2 |
|
2016
Q3 | $6.93M | Buy |
+186,077
| New | +$6.93M | 4.27% | 7 |
|