Lenox Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.57M | Sell |
66,231
-2,280
| -3% | -$88.4K | 0.78% | 31 |
|
|
2020
Q1 | $2.28M | Buy |
68,511
+3,790
| +6% | +$126K | 0.79% | 30 |
|
|
2019
Q4 | $2.85M | Sell |
64,721
-6,510
| -9% | -$287K | 0.8% | 31 |
|
|
2019
Q3 | $2.93M | Sell |
71,231
-478
| -0.7% | -$19.6K | 0.85% | 28 |
|
|
2019
Q2 | $2.99M | Buy |
71,709
+6,481
| +10% | +$270K | 0.89% | 28 |
|
|
2019
Q1 | $2.68M | Buy |
65,228
+304
| +0.5% | +$12.5K | 0.83% | 30 |
|
|
2018
Q4 | $2.41M | Sell |
64,924
-4,593
| -7% | -$170K | 0.81% | 31 |
|
|
2018
Q3 | $3.02M | Sell |
69,517
-3,392
| -5% | -$147K | 0.9% | 32 |
|
|
2018
Q2 | $3.13M | Buy |
72,909
+2,050
| +3% | +$88K | 1.01% | 28 |
|
|
2018
Q1 | $3.14M | Buy |
70,859
+3,951
| +6% | +$175K | 1.01% | 24 |
|
|
2017
Q4 | $3M | Buy |
66,908
+24,438
| +58% | +$1.1M | 0.91% | 27 |
|
|
2017
Q3 | $1.84M | Buy |
42,470
+2,693
| +7% | +$117K | 0.63% | 35 |
|
|
2017
Q2 | $1.64M | Buy |
+39,777
| New | +$1.64M | 0.67% | 24 |
|