VAG
VisionPoint Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
20,475
+11,357
| +125% | +$948K | 0.37% | 74 |
|
|
2025
Q1 | $690K | Buy |
+9,118
| New | +$690K | 0.24% | 91 |
|
|
2024
Q3 | – | Sell |
-2
| Closed | -$145 | – | 493 |
|
|
2024
Q2 | $145 | Hold |
2
| – | – | ﹤0.01% | 765 |
|
|
2024
Q1 | $114 | Hold |
2
| – | – | ﹤0.01% | 771 |
|
|
2023
Q4 | $108 | Buy |
+2
| New | +$108 | ﹤0.01% | 701 |
|
|
2023
Q3 | – | Sell |
-53
| Closed | -$3.55K | – | 752 |
|
|
2023
Q2 | $3.55K | Buy |
+53
| New | +$3.55K | ﹤0.01% | 470 |
|
|
2021
Q1 | – | Sell |
-3,815
| Closed | -$264K | – | 129 |
|
|
2020
Q4 | $264K | Sell |
3,815
-743
| -16% | -$51.4K | 0.13% | 121 |
|
|
2020
Q3 | $275K | Buy |
4,558
+42
| +0.9% | +$2.53K | 0.12% | 98 |
|
|
2020
Q2 | $269K | Buy |
+4,516
| New | +$269K | 0.11% | 93 |
|