HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6K | Buy |
149
+26
| +21% | +$1.05K | ﹤0.01% | 277 |
|
|
2022
Q1 | $6K | Hold |
123
| – | – | ﹤0.01% | 266 |
|
|
2021
Q4 | $6K | Sell |
123
-443
| -78% | -$21.6K | ﹤0.01% | 275 |
|
|
2021
Q3 | $29K | Sell |
566
-917
| -62% | -$47K | 0.02% | 166 |
|
|
2021
Q2 | $76K | Hold |
1,483
| – | – | 0.04% | 109 |
|
|
2021
Q1 | $73K | Sell |
1,483
-1,464
| -50% | -$72.1K | 0.04% | 116 |
|
|
2020
Q4 | $139K | Buy |
2,947
+530
| +22% | +$25K | 0.09% | 89 |
|
|
2020
Q3 | $99K | Hold |
2,417
| – | – | 0.07% | 90 |
|
|
2020
Q2 | $94K | Hold |
2,417
| – | – | 0.07% | 85 |
|
|
2020
Q1 | $81K | Buy |
+2,417
| New | +$81K | 0.07% | 90 |
|
|
2019
Q4 | – | Sell |
-5,062
| Closed | -$208K | – | 70 |
|
|
2019
Q3 | $208K | Buy |
+5,062
| New | +$208K | 0.18% | 65 |
|
|
2018
Q4 | – | Sell |
-7,996
| Closed | -$346K | – | 64 |
|
|
2018
Q3 | $346K | Buy |
7,996
+188
| +2% | +$8.14K | 0.31% | 61 |
|
|
2018
Q2 | $335K | Sell |
7,808
-1,210
| -13% | -$51.9K | 0.33% | 62 |
|
|
2018
Q1 | $399K | Buy |
9,018
+742
| +9% | +$32.8K | 0.39% | 62 |
|
|
2017
Q4 | $371K | Buy |
+8,276
| New | +$371K | 0.36% | 62 |
|