VAFP
Vahanian & Associates Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $294K | Sell |
3,900
-2,000
| -34% | -$151K | 1.16% | 30 |
|
|
2023
Q3 | $407K | Sell |
5,900
-500
| -8% | -$34.5K | 1.31% | 27 |
|
|
2023
Q2 | $464K | Sell |
6,400
-150
| -2% | -$10.9K | 1.47% | 23 |
|
|
2023
Q1 | $468K | Sell |
6,550
-122
| -2% | -$8.73K | 1.3% | 23 |
|
|
2022
Q4 | $438K | Hold |
6,672
| – | – | 1.43% | 23 |
|
|
2022
Q3 | $374K | Buy |
+6,672
| New | +$374K | 1.29% | 30 |
|
|
2022
Q2 | – | Sell |
-3,082
| Closed | -$227K | – | 46 |
|
|
2022
Q1 | $227K | Sell |
3,082
-10,875
| -78% | -$801K | 0.52% | 50 |
|
|
2021
Q4 | $1.1M | Buy |
+13,957
| New | +$1.1M | 0.89% | 25 |
|