IWM
Iams Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,968
| Closed | -$217K | – | 125 |
|
|
2023
Q3 | $217K | Buy |
+4,968
| New | +$217K | 0.15% | 108 |
|
|
2023
Q2 | – | Sell |
-4,968
| Closed | -$223K | – | 129 |
|
|
2023
Q1 | $223K | Hold |
4,968
| – | – | 0.19% | 100 |
|
|
2022
Q4 | $209K | Buy |
+4,968
| New | +$209K | 0.21% | 93 |
|