VWM
Vector Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $452K | Buy |
7,828
+247
| +3% | +$14.3K | 0.32% | 44 |
|
|
2016
Q3 | $448K | Sell |
7,581
-150
| -2% | -$8.86K | 0.31% | 44 |
|
|
2016
Q2 | $432K | Buy |
7,731
+1,477
| +24% | +$82.5K | 0.29% | 44 |
|
|
2016
Q1 | $358K | Hold |
6,254
| – | – | 0.27% | 45 |
|
|
2015
Q4 | $367K | Buy |
6,254
+2,606
| +71% | +$153K | 0.29% | 44 |
|
|
2015
Q3 | $221K | Buy |
+3,648
| New | +$221K | 0.17% | 71 |
|