Lokken Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,968
| Closed | -$254K | – | 144 |
|
|
2021
Q4 | $254K | Sell |
4,968
-931
| -16% | -$47.6K | 0.18% | 110 |
|
|
2021
Q3 | $298K | Buy |
5,899
+2
| +0% | +$101 | 0.24% | 88 |
|
|
2021
Q2 | $304K | Buy |
5,897
+29
| +0.5% | +$1.5K | 0.25% | 86 |
|
|
2021
Q1 | $288K | Sell |
5,868
-282
| -5% | -$13.8K | 0.25% | 88 |
|
|
2020
Q4 | $290K | Buy |
+6,150
| New | +$290K | 0.26% | 68 |
|