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Prism Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-84,926
| Closed | -$3.09M | – | 52 |
|
|
2022
Q3 | $3.09M | Buy |
+84,926
| New | +$3.09M | 1.25% | 22 |
|
|
2020
Q1 | – | Sell |
-6,609
| Closed | -$291K | – | 66 |
|
|
2019
Q4 | $291K | Hold |
6,609
| – | – | 0.15% | 51 |
|
|
2019
Q3 | $271K | Hold |
6,609
| – | – | 0.15% | 48 |
|
|
2019
Q2 | $276K | Sell |
6,609
-4,657
| -41% | -$194K | 0.16% | 48 |
|
|
2019
Q1 | $460K | Sell |
11,266
-3,613
| -24% | -$148K | 0.26% | 42 |
|
|
2018
Q4 | $552K | Buy |
14,879
+5,144
| +53% | +$191K | 0.35% | 40 |
|
|
2018
Q3 | $393K | Buy |
9,735
+1,476
| +18% | +$59.6K | 0.23% | 40 |
|
|
2018
Q2 | $356K | Hold |
8,259
| – | – | 0.19% | 43 |
|
|
2018
Q1 | $375K | Hold |
8,259
| – | – | 0.21% | 40 |
|
|
2017
Q4 | $370K | Buy |
+8,259
| New | +$370K | 0.2% | 39 |
|