JFS Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-740
| Closed | -$47.6K | – | 1992 |
|
2022
Q4 | $47.6K | Buy |
+740
| New | +$47.6K | ﹤0.01% | 371 |
|
2022
Q1 | – | Sell |
-1,285
| Closed | -$100K | – | 1983 |
|
2021
Q4 | $100K | Buy |
+1,285
| New | +$100K | 0.01% | 307 |
|
2018
Q4 | – | Sell |
-98
| Closed | -$7K | – | 538 |
|
2018
Q3 | $7K | Buy |
+98
| New | +$7K | ﹤0.01% | 441 |
|