MGWM
Marks Group Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Sell |
73,323
-11,195
| -13% | -$638K | 0.39% | 85 |
|
|
2025
Q1 | $4.3M | Buy |
84,518
+77,782
| +1,155% | +$3.95M | 0.41% | 83 |
|
|
2024
Q4 | $322K | Hold |
6,736
| – | – | 0.03% | 253 |
|
|
2024
Q3 | $356K | Buy |
6,736
+1
| +0% | +$53 | 0.03% | 243 |
|
|
2024
Q2 | $333K | Hold |
6,735
| – | – | 0.04% | 247 |
|
|
2024
Q1 | $338K | Hold |
6,735
| – | – | 0.04% | 254 |
|
|
2023
Q4 | $323K | Sell |
6,735
-52,317
| -89% | -$2.51M | 0.04% | 249 |
|
|
2023
Q3 | $2.58M | Sell |
59,052
-421
| -0.7% | -$18.4K | 0.32% | 98 |
|
|
2023
Q2 | $2.75M | Hold |
59,473
| – | – | 0.33% | 99 |
|
|
2023
Q1 | $2.69M | Hold |
59,473
| – | – | 0.34% | 97 |
|
|
2022
Q4 | $2.5M | Sell |
59,473
-2,396
| -4% | -$101K | 0.34% | 100 |
|
|
2022
Q3 | $2.25M | Hold |
61,869
| – | – | 0.34% | 94 |
|
|
2022
Q2 | $2.52M | Hold |
61,869
| – | – | 0.36% | 90 |
|
|
2022
Q1 | $2.97M | Buy |
61,869
+2,136
| +4% | +$103K | 0.37% | 93 |
|
|
2021
Q4 | $3.05M | Buy |
59,733
+4,191
| +8% | +$214K | 0.37% | 97 |
|
|
2021
Q3 | $2.8M | Buy |
55,542
+48,807
| +725% | +$2.46M | 0.38% | 98 |
|
|
2021
Q2 | $347K | Hold |
6,735
| – | – | 0.05% | 209 |
|
|
2021
Q1 | $331K | Hold |
6,735
| – | – | 0.05% | 202 |
|
|
2020
Q4 | $318K | Sell |
6,735
-9
| -0.1% | -$425 | 0.05% | 207 |
|
|
2020
Q3 | $276K | Buy |
6,744
+9
| +0.1% | +$368 | 0.05% | 208 |
|
|
2020
Q2 | $261K | Sell |
6,735
-2,968
| -31% | -$115K | 0.05% | 204 |
|
|
2020
Q1 | $323K | Buy |
+9,703
| New | +$323K | 0.08% | 171 |
|