IWA
Intercontinental Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,051
| Closed | -$228K | – | 313 |
|
|
2023
Q1 | $228K | Buy |
+5,051
| New | +$228K | 0.06% | 293 |
|
|
2022
Q2 | – | Sell |
-4,313
| Closed | -$207K | – | 290 |
|
|
2022
Q1 | $207K | Sell |
4,313
-893
| -17% | -$42.9K | 0.05% | 273 |
|
|
2021
Q4 | $266K | Hold |
5,206
| – | – | 0.06% | 261 |
|
|
2021
Q3 | $263K | Hold |
5,206
| – | – | 0.06% | 246 |
|
|
2021
Q2 | $268K | Hold |
5,206
| – | – | 0.05% | 246 |
|
|
2021
Q1 | $256K | Hold |
5,206
| – | – | 0.06% | 234 |
|
|
2020
Q4 | $246K | Buy |
5,206
+150
| +3% | +$7.09K | 0.06% | 220 |
|
|
2020
Q3 | $207K | Buy |
+5,056
| New | +$207K | 0.06% | 190 |
|
|
2019
Q4 | – | Sell |
-3,972
| Closed | -$163K | – | 417 |
|
|
2019
Q3 | $163K | Hold |
3,972
| – | – | 0.1% | 140 |
|
|
2019
Q2 | $166K | Hold |
3,972
| – | – | 0.09% | 134 |
|
|
2019
Q1 | $162K | Hold |
3,972
| – | – | 0.08% | 140 |
|
|
2018
Q4 | $147K | Buy |
+3,972
| New | +$147K | 0.08% | 141 |
|