TrueWealth LLC’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
Q2 | $5.43M | Buy |
139,910
+45,069
| +48% | +$1.75M | 2.28% | 9 |
|
|
2020
Q1 | $3.16M | Buy |
94,841
+69,524
| +275% | +$2.32M | 1.54% | 9 |
|
|
2019
Q4 | $1.12M | Buy |
25,317
+71
| +0.3% | +$3.13K | 0.45% | 33 |
|
|
2019
Q3 | $1.04M | Buy |
25,246
+887
| +4% | +$36.4K | 0.45% | 32 |
|
|
2019
Q2 | $1.02M | Buy |
24,359
+243
| +1% | +$10.1K | 0.45% | 33 |
|
|
2019
Q1 | $986K | Sell |
24,116
-988
| -4% | -$40.4K | 0.46% | 32 |
|
|
2018
Q4 | $931K | Buy |
25,104
+763
| +3% | +$28.3K | 0.47% | 31 |
|
|
2018
Q3 | $1.05M | Buy |
24,341
+813
| +3% | +$35.2K | 0.48% | 31 |
|
|
2018
Q2 | $1.01M | Buy |
23,528
+2,807
| +14% | +$120K | 0.48% | 30 |
|
|
2018
Q1 | $917K | Buy |
20,721
+3,144
| +18% | +$139K | 0.46% | 32 |
|
|
2017
Q4 | $789K | Buy |
+17,577
| New | +$789K | 0.37% | 42 |
|