Winthrop Partners - WNY’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $123K | Hold |
3,000
| – | – | 0.08% | 137 |
|
|
2019
Q2 | $125K | Hold |
3,000
| – | – | 0.09% | 122 |
|
|
2019
Q1 | $124K | Hold |
3,000
| – | – | 0.1% | 119 |
|
|
2018
Q4 | $111K | Hold |
3,000
| – | – | 0.1% | 118 |
|
|
2018
Q3 | $130K | Sell |
3,000
-19
| -0.6% | -$822 | 0.1% | 126 |
|
|
2018
Q2 | $130K | Hold |
3,019
| – | – | 0.11% | 125 |
|
|
2018
Q1 | $134K | Buy |
+3,019
| New | +$134K | 0.1% | 140 |
|