Private Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,377
| Closed | -$545K | – | 74 |
|
|
2019
Q4 | $545K | Buy |
12,377
+534
| +5% | +$23.5K | 0.31% | 55 |
|
|
2019
Q3 | $487K | Sell |
11,843
-961
| -8% | -$39.5K | 0.32% | 43 |
|
|
2019
Q2 | $523K | Hold |
12,804
| – | – | 0.36% | 41 |
|
|
2019
Q1 | $523K | Buy |
12,804
+632
| +5% | +$25.8K | 0.36% | 41 |
|
|
2018
Q4 | $452K | Buy |
+12,172
| New | +$452K | 0.37% | 40 |
|