PWAG
Polaris Wealth Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $21.9M | Sell |
500,656
-11,540
| -2% | -$505K | 1.67% | 15 |
|
|
2023
Q2 | $23.7M | Buy |
+512,196
| New | +$23.7M | 1.79% | 19 |
|
|
2018
Q4 | – | Sell |
-3,940
| Closed | -$170K | – | 445 |
|
|
2018
Q3 | $170K | Buy |
3,940
+256
| +7% | +$11K | 0.01% | 166 |
|
|
2018
Q2 | $163K | Hold |
3,684
| – | – | 0.01% | 106 |
|
|
2018
Q1 | $163K | Buy |
+3,684
| New | +$163K | 0.01% | 147 |
|