San Luis Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-160,631
| Closed | -$7.42M | – | 157 |
|
|
2023
Q2 | $7.42M | Buy |
160,631
+39,576
| +33% | +$1.83M | 2.62% | 6 |
|
|
2023
Q1 | $5.47M | Buy |
+121,055
| New | +$5.47M | 2.1% | 9 |
|
|
2022
Q2 | – | Sell |
-99,662
| Closed | -$5.09M | – | 402 |
|
|
2022
Q1 | $5.09M | Buy |
+99,662
| New | +$5.09M | 2.49% | 8 |
|
|
2021
Q4 | – | Sell |
-57,173
| Closed | -$2.89M | – | 154 |
|
|
2021
Q3 | $2.89M | Buy |
+57,173
| New | +$2.89M | 1.61% | 12 |
|