OptiFour Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $504K | Hold |
11,448
| – | – | 0.35% | 39 |
|
|
2019
Q3 | $470K | Hold |
11,448
| – | – | 0.33% | 40 |
|
|
2019
Q2 | $477K | Buy |
11,448
+389
| +4% | +$16.2K | 0.33% | 43 |
|
|
2019
Q1 | $452K | Buy |
11,059
+1,518
| +16% | +$62K | 0.37% | 30 |
|
|
2018
Q4 | $354K | Hold |
9,541
| – | – | 0.32% | 31 |
|
|
2018
Q3 | $413K | Hold |
9,541
| – | – | 0.34% | 35 |
|
|
2018
Q2 | $409K | Sell |
9,541
-1,206
| -11% | -$51.7K | 0.35% | 35 |
|
|
2018
Q1 | $476K | Sell |
10,747
-13
| -0.1% | -$576 | 0.4% | 33 |
|
|
2017
Q4 | $483K | Buy |
+10,760
| New | +$483K | 0.4% | 35 |
|