LWA
Lenox Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.51M | Buy |
31,736
+10,291
| +48% | +$489K | 0.19% | 37 |
|
|
2021
Q4 | $1.1M | Buy |
21,445
+1,938
| +10% | +$99K | 0.13% | 44 |
|
|
2021
Q3 | $985K | Buy |
19,507
+60
| +0.3% | +$3.03K | 0.13% | 45 |
|
|
2021
Q2 | $1M | Sell |
19,447
-256
| -1% | -$13.2K | 0.13% | 45 |
|
|
2021
Q1 | $968K | Buy |
19,703
+1,202
| +6% | +$59.1K | 0.13% | 34 |
|
|
2020
Q4 | $873K | Buy |
18,501
+134
| +0.7% | +$6.32K | 0.12% | 37 |
|
|
2020
Q3 | $751K | Buy |
18,367
+628
| +4% | +$25.7K | 0.11% | 38 |
|
|
2020
Q2 | $688K | Buy |
17,739
+11
| +0.1% | +$427 | 0.11% | 35 |
|
|
2020
Q1 | $591K | Sell |
17,728
-15,369
| -46% | -$512K | 0.11% | 36 |
|
|
2019
Q4 | $1.46M | Sell |
33,097
-2,401
| -7% | -$106K | 0.23% | 28 |
|
|
2019
Q3 | $1.46M | Sell |
35,498
-18,776
| -35% | -$771K | 0.24% | 25 |
|
|
2019
Q2 | $2.26M | Sell |
54,274
-12,332
| -19% | -$514K | 0.4% | 21 |
|
|
2019
Q1 | $2.72M | Sell |
66,606
-23,454
| -26% | -$958K | 0.51% | 17 |
|
|
2018
Q4 | $3.34M | Buy |
90,060
+30,505
| +51% | +$1.13M | 0.71% | 14 |
|
|
2018
Q3 | $2.58M | Sell |
59,555
-2,812
| -5% | -$122K | 0.52% | 17 |
|
|
2018
Q2 | $2.68M | Sell |
62,367
-12,503
| -17% | -$536K | 0.59% | 14 |
|
|
2018
Q1 | $3.31M | Buy |
74,870
+54,505
| +268% | +$2.41M | 0.77% | 13 |
|
|
2017
Q4 | $914K | Buy |
20,365
+18,795
| +1,197% | +$844K | 0.26% | 14 |
|
|
2017
Q3 | $68K | Buy |
+1,570
| New | +$68K | 0.02% | 47 |
|
|
2015
Q4 | – | Sell |
-667
| Closed | -$24K | – | 560 |
|
|
2015
Q3 | $24K | Buy |
+667
| New | +$24K | 0.01% | 125 |
|
|
2015
Q2 | – | Sell |
-361
| Closed | -$14K | – | 330 |
|
|
2015
Q1 | $14K | Buy |
+361
| New | +$14K | 0.01% | 145 |
|