IWM
Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $5.23M | Buy |
133,181
+20,813
| +19% | +$818K | 1.75% | 9 |
|
|
2016
Q4 | $4.11M | Buy |
112,368
+11,907
| +12% | +$435K | 1.53% | 11 |
|
|
2016
Q3 | $3.76M | Buy |
100,461
+33,388
| +50% | +$1.25M | 1.35% | 12 |
|
|
2016
Q2 | $2.37M | Buy |
67,073
+5,496
| +9% | +$194K | 0.92% | 26 |
|
|
2016
Q1 | $2.21M | Sell |
61,577
-1,985
| -3% | -$71.2K | 0.93% | 25 |
|
|
2015
Q4 | $2.33M | Sell |
63,562
-4,003
| -6% | -$147K | 1.01% | 24 |
|
|
2015
Q3 | $2.41M | Sell |
67,565
-437
| -0.6% | -$15.6K | 1.05% | 19 |
|
|
2015
Q2 | $2.7M | Buy |
68,002
+327
| +0.5% | +$13K | 1.05% | 18 |
|
|
2015
Q1 | $2.7M | Buy |
+67,675
| New | +$2.7M | 1.13% | 17 |
|