WEC
Winslow Evans & Crocker’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $249K | Buy |
5,266
+755
| +17% | +$35.7K | 0.05% | 302 |
|
|
2020
Q3 | $185K | Sell |
4,511
-253
| -5% | -$10.4K | 0.05% | 276 |
|
|
2020
Q2 | $185K | Buy |
4,764
+1,220
| +34% | +$47.4K | 0.05% | 277 |
|
|
2020
Q1 | $120K | Hold |
3,544
| – | – | 0.04% | 303 |
|
|
2019
Q4 | $158K | Hold |
3,544
| – | – | 0.04% | 320 |
|
|
2019
Q3 | $146K | Hold |
3,544
| – | – | 0.04% | 329 |
|
|
2019
Q2 | $148K | Hold |
3,544
| – | – | 0.04% | 329 |
|
|
2019
Q1 | $146K | Hold |
3,544
| – | – | 0.04% | 320 |
|
|
2018
Q4 | $132K | Hold |
3,544
| – | – | 0.04% | 312 |
|
|
2018
Q3 | $154K | Sell |
3,544
-610
| -15% | -$26.5K | 0.05% | 298 |
|
|
2018
Q2 | $180K | Hold |
4,154
| – | – | 0.06% | 275 |
|
|
2018
Q1 | $184K | Hold |
4,154
| – | – | 0.06% | 264 |
|
|
2017
Q4 | $186K | Hold |
4,154
| – | – | 0.06% | 268 |
|
|
2017
Q3 | $180K | Sell |
4,154
-1,611
| -28% | -$69.9K | 0.06% | 269 |
|
|
2017
Q2 | $238K | Sell |
5,765
-1
| -0% | -$41 | 0.07% | 286 |
|
|
2017
Q1 | $227K | Hold |
5,766
| – | – | 0.07% | 283 |
|
|
2016
Q4 | $211K | Sell |
5,766
-114
| -2% | -$4.17K | 0.06% | 284 |
|
|
2016
Q3 | $220K | Sell |
5,880
-1,392
| -19% | -$52.1K | 0.06% | 290 |
|
|
2016
Q2 | $257K | Sell |
7,272
-1,422
| -16% | -$50.3K | 0.08% | 243 |
|
|
2016
Q1 | $312K | Sell |
8,694
-848
| -9% | -$30.4K | 0.09% | 198 |
|
|
2015
Q4 | $350K | Buy |
9,542
+34
| +0.4% | +$1.25K | 0.1% | 209 |
|
|
2015
Q3 | $339K | Buy |
9,508
+626
| +7% | +$22.3K | 0.11% | 198 |
|
|
2015
Q2 | $352K | Buy |
8,882
+5,338
| +151% | +$212K | 0.1% | 212 |
|
|
2015
Q1 | $141K | Hold |
3,544
| – | – | 0.04% | 357 |
|
|
2014
Q4 | $134K | Hold |
3,544
| – | – | 0.04% | 358 |
|
|
2014
Q3 | $141K | Buy |
+3,544
| New | +$141K | 0.04% | 362 |
|