KSA
Ken Stern & Associates’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $11.3M | Buy |
261,763
+3,799
| +1% | +$164K | 4.93% | 3 |
|
2018
Q2 | $11.1M | Buy |
257,964
+6,065
| +2% | +$260K | 5.11% | 3 |
|
2018
Q1 | $11.1M | Buy |
251,899
+5,593
| +2% | +$248K | 4.91% | 4 |
|
2017
Q4 | $11M | Sell |
246,306
-3,804
| -2% | -$171K | 4.81% | 4 |
|
2017
Q3 | $10.9M | Buy |
+250,110
| New | +$10.9M | 4.8% | 4 |
|
2016
Q1 | – | Sell |
-5,602
| Closed | -$206K | – | 87 |
|
2015
Q4 | $206K | Buy |
+5,602
| New | +$206K | 0.14% | 74 |
|