OAM
Optimal Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $2.21M | Sell |
43,857
-39,459
| -47% | -$1.99M | 0.28% | 133 |
|
2021
Q2 | $4.29M | Sell |
83,316
-206
| -0.2% | -$10.6K | 0.51% | 59 |
|
2021
Q1 | $4.1M | Buy |
83,522
+1,164
| +1% | +$57.2K | 0.53% | 56 |
|
2020
Q4 | $3.89M | Buy |
+82,358
| New | +$3.89M | 0.55% | 46 |
|
2020
Q3 | – | Sell |
-52,866
| Closed | -$2.05M | – | 425 |
|
2020
Q2 | $2.05M | Buy |
52,866
+6,211
| +13% | +$241K | 0.33% | 101 |
|
2020
Q1 | $1.56K | Buy |
46,655
+31,795
| +214% | +$1.06K | 0.15% | 226 |
|
2019
Q4 | $655K | Buy |
+14,860
| New | +$655K | 0.1% | 288 |
|