VWA
VERITY Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,485
| Closed | -$732K | – | 44 |
|
|
2019
Q4 | $732K | Sell |
12,485
-3,055
| -20% | -$179K | 0.7% | 28 |
|
|
2019
Q3 | $887K | Sell |
15,540
-245
| -2% | -$14K | 0.87% | 26 |
|
|
2019
Q2 | $929K | Buy |
15,785
+49
| +0.3% | +$2.88K | 0.91% | 25 |
|
|
2019
Q1 | $933K | Sell |
15,736
-2,873
| -15% | -$170K | 0.95% | 24 |
|
|
2018
Q4 | $1.04M | Buy |
+18,609
| New | +$1.04M | 1.2% | 24 |
|