Huber 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $5.32M | Sell |
159,680
-46,033
| -22% | -$1.53M | 1.99% | 10 |
|
|
2019
Q4 | $9.06M | Sell |
205,713
-3,145
| -2% | -$139K | 3.15% | 6 |
|
|
2019
Q3 | $8.58M | Sell |
208,858
-5,774
| -3% | -$237K | 3.35% | 6 |
|
|
2019
Q2 | $8.95M | Buy |
214,632
+477
| +0.2% | +$19.9K | 3.89% | 6 |
|
|
2019
Q1 | $8.75M | Sell |
214,155
-137,189
| -39% | -$5.61M | 4.27% | 5 |
|
|
2018
Q4 | $13M | Buy |
351,344
+167,327
| +91% | +$6.21M | 7.12% | 4 |
|
|
2018
Q3 | $7.96M | Buy |
184,017
+6,685
| +4% | +$289K | 6.11% | 3 |
|
|
2018
Q2 | $7.61M | Buy |
177,332
+2,947
| +2% | +$126K | 6.93% | 3 |
|
|
2018
Q1 | $7.72M | Buy |
174,385
+3,243
| +2% | +$144K | 7.6% | 2 |
|
|
2017
Q4 | $7.68M | Buy |
+171,142
| New | +$7.68M | 8.46% | 2 |
|