MWM
Minot 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $233K | Sell |
5,700
-1,167
| -17% | -$47.7K | 0.06% | 164 |
|
2022
Q1 | $330K | Buy |
6,867
+2,102
| +44% | +$101K | 0.07% | 155 |
|
2021
Q4 | $243K | Hold |
4,765
| – | – | 0.05% | 172 |
|
2021
Q3 | $241K | Hold |
4,765
| – | – | 0.05% | 176 |
|
2021
Q2 | $247K | Buy |
+4,765
| New | +$247K | 0.05% | 174 |
|