JWM
Jacobus 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
Q3 | $964K | Buy |
22,200
+1,706
| +8% | +$74.1K | 0.25% | 73 |
|
|
2017
Q2 | $847K | Buy |
20,494
+2,742
| +15% | +$113K | 0.23% | 77 |
|
|
2017
Q1 | $698K | Sell |
17,752
-3,484
| -16% | -$137K | 0.2% | 84 |
|
|
2016
Q4 | $776K | Sell |
21,236
-1,719
| -7% | -$62.8K | 0.23% | 77 |
|
|
2016
Q3 | $859K | Buy |
22,955
+19,050
| +488% | +$713K | 0.25% | 74 |
|
|
2016
Q2 | $138K | Sell |
3,905
-4,235
| -52% | -$150K | 0.04% | 187 |
|
|
2016
Q1 | $292K | Buy |
8,140
+165
| +2% | +$5.92K | 0.09% | 166 |
|
|
2015
Q4 | $293K | Sell |
7,975
-10,600
| -57% | -$389K | 0.08% | 171 |
|
|
2015
Q3 | $662K | Buy |
18,575
+2,545
| +16% | +$90.7K | 0.19% | 91 |
|
|
2015
Q2 | $636K | Sell |
16,030
-250
| -2% | -$9.92K | 0.16% | 103 |
|
|
2015
Q1 | $648K | Hold |
16,280
| – | – | 0.17% | 103 |
|
|
2014
Q4 | $617K | Sell |
16,280
-4,325
| -21% | -$164K | 0.16% | 104 |
|
|
2014
Q3 | $819K | Hold |
20,605
| – | – | 0.23% | 88 |
|
|
2014
Q2 | $878K | Sell |
20,605
-860
| -4% | -$36.6K | 0.22% | 90 |
|
|
2014
Q1 | $886K | Buy |
21,465
+1,225
| +6% | +$50.6K | 0.22% | 91 |
|
|
2013
Q4 | $844K | Buy |
+20,240
| New | +$844K | 0.24% | 89 |
|