JPLA
Joseph P. Lucia & Associates’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-200
| Closed | -$20K | – | 545 |
|
|
2021
Q3 | $20K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2021
Q2 | $21K | Buy |
200
+190
| +1,900% | +$20K | 0.01% | 310 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 552 |
|
|
2020
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 473 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$7K | – | 449 |
|
|
2020
Q2 | $7K | Hold |
100
| – | – | 0.01% | 351 |
|
|
2020
Q1 | $6K | Hold |
100
| – | – | 0.01% | 333 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | 0.01% | 330 |
|
|
2019
Q3 | $7K | Hold |
100
| – | – | 0.01% | 346 |
|
|
2019
Q2 | $8K | Buy |
+100
| New | +$8K | 0.01% | 329 |
|