MWA
Martel Wealth Advisors’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 | $11.1M | Sell |
193,921
-7,902
| -4% | -$450K | 2.05% | 9 |
|
|
2025
Q1 | $10.3M | Sell |
201,823
-22,802
| -10% | -$1.16M | 2.04% | 9 |
|
|
2024
Q4 | $10.7M | Sell |
224,625
-6,232
| -3% | -$298K | 2.1% | 10 |
|
|
2024
Q3 | $12M | Buy |
230,857
+6,880
| +3% | +$359K | 2.46% | 9 |
|
|
2024
Q2 | $11.1M | Sell |
223,977
-10,916
| -5% | -$539K | 2.37% | 9 |
|
|
2024
Q1 | $11.8M | Sell |
234,893
-9,809
| -4% | -$492K | 2.56% | 9 |
|
|
2023
Q4 | $11.7M | Sell |
244,702
-2,156
| -0.9% | -$103K | 2.66% | 9 |
|
|
2023
Q3 | $10.8M | Sell |
246,858
-18,218
| -7% | -$796K | 2.69% | 9 |
|
|
2023
Q2 | $12.2M | Sell |
265,076
-17,151
| -6% | -$792K | 2.97% | 9 |
|
|
2023
Q1 | $12.7M | Sell |
282,227
-50,984
| -15% | -$2.3M | 3.25% | 9 |
|
|
2022
Q4 | $14M | Sell |
333,211
-214,380
| -39% | -$9M | 3.79% | 6 |
|
|
2022
Q3 | $19.9M | Sell |
547,591
-44,794
| -8% | -$1.63M | 5.7% | 5 |
|
|
2022
Q2 | $24.2M | Sell |
592,385
-42,123
| -7% | -$1.72M | 6.6% | 5 |
|
|
2022
Q1 | $30.5M | Buy |
634,508
+5,913
| +0.9% | +$284K | 7.41% | 5 |
|
|
2021
Q4 | $32.1M | Buy |
628,595
+3,182
| +0.5% | +$162K | 7.6% | 5 |
|
|
2021
Q3 | $31.6M | Sell |
625,413
-2,001
| -0.3% | -$101K | 7.94% | 5 |
|
|
2021
Q2 | $32.3M | Sell |
627,414
-6,617
| -1% | -$341K | 8.14% | 5 |
|
|
2021
Q1 | $31.1M | Sell |
634,031
-16,075
| -2% | -$789K | 8.62% | 5 |
|
|
2020
Q4 | $30.7M | Sell |
650,106
-16,669
| -2% | -$787K | 8.88% | 5 |
|
|
2020
Q3 | $27.3M | Sell |
666,775
-5,102
| -0.8% | -$209K | 8.85% | 5 |
|
|
2020
Q2 | $26.1M | Buy |
671,877
+692
| +0.1% | +$26.8K | 9.03% | 5 |
|
|
2020
Q1 | $22.4M | Buy |
671,185
+39,935
| +6% | +$1.33M | 8.73% | 5 |
|
|
2019
Q4 | $27.8M | Sell |
631,250
-11,523
| -2% | -$508K | 9.58% | 5 |
|
|
2019
Q3 | $26.4M | Buy |
642,773
+14,445
| +2% | +$593K | 9.53% | 5 |
|
|
2019
Q2 | $26.2M | Buy |
628,328
+3,109
| +0.5% | +$130K | 9.55% | 5 |
|
|
2019
Q1 | $25.6M | Sell |
625,219
-6,212
| -1% | -$254K | 9.61% | 5 |
|
|
2018
Q4 | $23.4M | Buy |
631,431
+36,092
| +6% | +$1.34M | 9.62% | 5 |
|
|
2018
Q3 | $25.8M | Buy |
+595,339
| New | +$25.8M | 9.81% | 4 |
|