SWM
Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,050
| Closed | -$373K | – | 49 |
|
|
2019
Q3 | $373K | Buy |
9,050
+34
| +0.4% | +$1.4K | 0.76% | 35 |
|
|
2019
Q2 | $374K | Sell |
9,016
-133
| -1% | -$5.52K | 0.35% | 36 |
|
|
2019
Q1 | $373K | Buy |
9,149
+415
| +5% | +$16.9K | 0.3% | 51 |
|
|
2018
Q4 | $324K | Buy |
+8,734
| New | +$324K | 0.32% | 47 |
|