PWM
Prentice 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 | – | Sell |
-5,551
| Closed | -$266K | – | 187 |
|
2022
Q1 | $266K | Hold |
5,551
| – | – | 0.13% | 83 |
|
2021
Q4 | $284K | Hold |
5,551
| – | – | 0.13% | 76 |
|
2021
Q3 | $280K | Sell |
5,551
-350
| -6% | -$17.7K | 0.14% | 76 |
|
2021
Q2 | $304K | Sell |
5,901
-246
| -4% | -$12.7K | 0.16% | 68 |
|
2021
Q1 | $302K | Buy |
+6,147
| New | +$302K | 0.17% | 59 |
|