Intellectus Partners’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-491
| Closed | -$20K | – | 391 |
|
2019
Q1 | $20K | Buy |
+491
| New | +$20K | 0.01% | 314 |
|
2018
Q4 | – | Sell |
-727
| Closed | -$32K | – | 500 |
|
2018
Q3 | $32K | Hold |
727
| – | – | 0.01% | 375 |
|
2018
Q2 | $31K | Hold |
727
| – | – | 0.01% | 383 |
|
2018
Q1 | $32K | Sell |
727
-150
| -17% | -$6.6K | 0.01% | 380 |
|
2017
Q4 | $39K | Hold |
877
| – | – | 0.01% | 364 |
|
2017
Q3 | $38K | Sell |
877
-232
| -21% | -$10.1K | 0.02% | 436 |
|
2017
Q2 | $46K | Buy |
1,109
+723
| +187% | +$30K | 0.02% | 385 |
|
2017
Q1 | $15K | Hold |
386
| – | – | 0.01% | 487 |
|
2016
Q4 | $14K | Buy |
+386
| New | +$14K | 0.01% | 491 |
|