VWA
VERITY Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,834
| Closed | -$873K | – | 50 |
|
|
2019
Q3 | $873K | Hold |
11,834
| – | – | 0.86% | 28 |
|
|
2019
Q2 | $872K | Sell |
11,834
-742
| -6% | -$54.7K | 0.86% | 27 |
|
|
2019
Q1 | $907K | Sell |
12,576
-275
| -2% | -$19.8K | 0.93% | 26 |
|
|
2018
Q4 | $825K | Buy |
+12,851
| New | +$825K | 0.95% | 27 |
|