VWA
VERITY Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,194
| Closed | -$536K | – | 45 |
|
|
2019
Q4 | $536K | Sell |
7,194
-6
| -0.1% | -$447 | 0.52% | 31 |
|
|
2019
Q3 | $528K | Hold |
7,200
| – | – | 0.52% | 33 |
|
|
2019
Q2 | $523K | Sell |
7,200
-4,616
| -39% | -$335K | 0.51% | 33 |
|
|
2019
Q1 | $851K | Sell |
11,816
-2,859
| -19% | -$206K | 0.87% | 27 |
|
|
2018
Q4 | $978K | Buy |
+14,675
| New | +$978K | 1.13% | 25 |
|