Wolf Group Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,349
| Closed | -$528K | – | 145 |
|
|
2021
Q4 | $528K | Buy |
+10,349
| New | +$528K | 0.09% | 112 |
|
|
2016
Q2 | – | Sell |
-12,680
| Closed | -$455K | – | 111 |
|
|
2016
Q1 | $455K | Hold |
12,680
| – | – | 0.34% | 67 |
|
|
2015
Q4 | $466K | Sell |
12,680
-5,765
| -31% | -$212K | 0.35% | 75 |
|
|
2015
Q3 | $657K | Buy |
18,445
+825
| +5% | +$29.4K | 0.53% | 64 |
|
|
2015
Q2 | $699K | Buy |
17,620
+3,295
| +23% | +$131K | 0.47% | 71 |
|
|
2015
Q1 | $571K | Buy |
14,325
+720
| +5% | +$28.7K | 0.39% | 76 |
|
|
2014
Q4 | $515K | Buy |
13,605
+407
| +3% | +$15.4K | 0.37% | 77 |
|
|
2014
Q3 | $525K | Buy |
13,198
+543
| +4% | +$21.6K | 0.39% | 76 |
|
|
2014
Q2 | $539K | Buy |
12,655
+1,425
| +13% | +$60.7K | 0.39% | 80 |
|
|
2014
Q1 | $463K | Buy |
11,230
+2,850
| +34% | +$118K | 0.36% | 82 |
|
|
2013
Q4 | $349K | Buy |
+8,380
| New | +$349K | 0.28% | 86 |
|