LWM
LBA 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
Q1 | $402K | Hold |
10,236
| – | – | 0.21% | 77 |
|
|
2016
Q4 | $374K | Hold |
10,236
| – | – | 0.2% | 76 |
|
|
2016
Q3 | $383K | Buy |
10,236
+2,188
| +27% | +$81.9K | 0.22% | 77 |
|
|
2016
Q2 | $285K | Hold |
8,048
| – | – | 0.16% | 90 |
|
|
2016
Q1 | $289K | Hold |
8,048
| – | – | 0.17% | 94 |
|
|
2015
Q4 | $296K | Buy |
8,048
+500
| +7% | +$18.4K | 0.17% | 95 |
|
|
2015
Q3 | $269K | Hold |
7,548
| – | – | 0.17% | 93 |
|
|
2015
Q2 | $299K | Hold |
7,548
| – | – | 0.19% | 89 |
|
|
2015
Q1 | $301K | Hold |
7,548
| – | – | 0.19% | 89 |
|
|
2014
Q4 | $286K | Hold |
7,548
| – | – | 0.19% | 78 |
|
|
2014
Q3 | $300K | Hold |
7,548
| – | – | 0.21% | 62 |
|
|
2014
Q2 | $321K | Hold |
7,548
| – | – | 0.26% | 60 |
|
|
2014
Q1 | $312K | Hold |
7,548
| – | – | 0.26% | 62 |
|
|
2013
Q4 | $315K | Buy |
+7,548
| New | +$315K | 0.26% | 61 |
|