SWA
Sax Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,976
| Closed | -$214K | – | 214 |
|
|
2023
Q4 | $214K | Buy |
+2,976
| New | +$214K | 0.04% | 178 |
|
|
2023
Q3 | – | Sell |
-2,976
| Closed | -$207K | – | 189 |
|
|
2023
Q2 | $207K | Hold |
2,976
| – | – | 0.04% | 163 |
|
|
2023
Q1 | $202K | Buy |
+2,976
| New | +$202K | 0.04% | 170 |
|
|
2022
Q2 | – | Sell |
-2,976
| Closed | -$220K | – | 182 |
|
|
2022
Q1 | $220K | Hold |
2,976
| – | – | 0.05% | 160 |
|
|
2021
Q4 | $232K | Sell |
2,976
-788
| -21% | -$61.4K | 0.05% | 162 |
|
|
2021
Q3 | $305K | Hold |
3,764
| – | – | 0.07% | 131 |
|
|
2021
Q2 | $310K | Hold |
3,764
| – | – | 0.11% | 119 |
|
|
2021
Q1 | $307K | Hold |
3,764
| – | – | 0.11% | 113 |
|
|
2020
Q4 | $300K | Buy |
+3,764
| New | +$300K | 0.14% | 99 |
|