LWS
Lucia Wealth Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $328K | Sell |
8,020
-2,302
| -22% | -$94.1K | 0.08% | 107 |
|
|
2020
Q2 | $400K | Sell |
10,322
-348
| -3% | -$13.5K | 0.11% | 102 |
|
|
2020
Q1 | $356K | Buy |
10,670
+3,113
| +41% | +$104K | 0.12% | 115 |
|
|
2019
Q4 | $333K | Buy |
+7,557
| New | +$333K | 0.1% | 102 |
|
|
2018
Q2 | – | Sell |
-750
| Closed | -$33K | – | 228 |
|
|
2018
Q1 | $33K | Buy |
+750
| New | +$33K | 0.01% | 155 |
|