VAG
VisionPoint Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-70,817
| Closed | -$5.17M | – | 130 |
|
2019
Q3 | $5.17M | Buy |
70,817
+2,846
| +4% | +$208K | 1.42% | 7 |
|
2019
Q2 | $4.94M | Buy |
67,971
+1,432
| +2% | +$104K | 1.42% | 7 |
|
2019
Q1 | $4.79M | Buy |
66,539
+4,800
| +8% | +$346K | 1.35% | 9 |
|
2018
Q4 | $4.12M | Buy |
+61,739
| New | +$4.12M | 1.33% | 10 |
|