JWS
Juncture Wealth Strategies’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-63,102
| Closed | -$3.02M | – | 128 |
|
|
2023
Q4 | $3.02M | Sell |
63,102
-3,755
| -6% | -$180K | 1.37% | 19 |
|
|
2023
Q3 | $2.92M | Sell |
66,857
-50,862
| -43% | -$2.22M | 1.43% | 18 |
|
|
2023
Q2 | $5.44M | Buy |
117,719
+17,591
| +18% | +$812K | 2.54% | 9 |
|
|
2023
Q1 | $4.52M | Buy |
+100,128
| New | +$4.52M | 2.23% | 11 |
|