MWC
MBM Wealth Consultants’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 | $16.6M | Buy |
291,563
+5,560
| +2% | +$317K | 4.45% | 6 |
|
|
2025
Q1 | $14.5M | Buy |
286,003
+7,415
| +3% | +$377K | 4.3% | 7 |
|
|
2024
Q4 | $13.3M | Buy |
278,588
+9,601
| +4% | +$458K | 3.96% | 7 |
|
|
2024
Q3 | $14.2M | Buy |
268,987
+8,058
| +3% | +$426K | 4.48% | 5 |
|
|
2024
Q2 | $13.1M | Buy |
260,929
+6,761
| +3% | +$339K | 4.46% | 6 |
|
|
2024
Q1 | $12.8M | Buy |
254,168
+2,532
| +1% | +$127K | 4.48% | 5 |
|
|
2023
Q4 | $12M | Buy |
251,636
+66,346
| +36% | +$3.17M | 4.48% | 5 |
|
|
2023
Q3 | $8.02M | Buy |
185,290
+4,844
| +3% | +$210K | 3.49% | 8 |
|
|
2023
Q2 | $8.44M | Buy |
180,446
+13,614
| +8% | +$637K | 3.61% | 8 |
|
|
2023
Q1 | $8.02M | Hold |
166,832
| – | – | 3.27% | 11 |
|
|
2022
Q4 | $7.04M | Sell |
166,832
-1,315
| -0.8% | -$55.5K | 3.26% | 10 |
|
|
2022
Q3 | $6.25M | Sell |
168,147
-26,391
| -14% | -$981K | 3.01% | 11 |
|
|
2022
Q2 | $7.94M | Buy |
194,538
+3,083
| +2% | +$126K | 3.88% | 9 |
|
|
2022
Q1 | $9.2M | Buy |
191,455
+17,783
| +10% | +$854K | 3.82% | 8 |
|
|
2021
Q4 | $8.87M | Buy |
173,672
+17,838
| +11% | +$911K | 3.68% | 9 |
|
|
2021
Q3 | $7.87M | Buy |
155,834
+6,193
| +4% | +$313K | 3.59% | 9 |
|
|
2021
Q2 | $7.71M | Buy |
149,641
+6,116
| +4% | +$315K | 3.62% | 10 |
|
|
2021
Q1 | $7.05M | Buy |
143,525
+1,924
| +1% | +$94.5K | 3.58% | 9 |
|
|
2020
Q4 | $6.69M | Buy |
141,601
+8,460
| +6% | +$399K | 3.64% | 10 |
|
|
2020
Q3 | $5.45M | Buy |
133,141
+7,949
| +6% | +$325K | 3.48% | 9 |
|
|
2020
Q2 | $4.86M | Buy |
125,192
+24,256
| +24% | +$941K | 3.42% | 9 |
|
|
2020
Q1 | $3.37M | Buy |
100,936
+4,670
| +5% | +$156K | 2.79% | 12 |
|
|
2019
Q4 | $4.24M | Buy |
96,266
+2,406
| +3% | +$106K | 3.14% | 9 |
|
|
2019
Q3 | $3.86M | Buy |
93,860
+5,934
| +7% | +$244K | 3.03% | 9 |
|
|
2019
Q2 | $3.67M | Buy |
87,926
+3,671
| +4% | +$153K | 3.05% | 9 |
|
|
2019
Q1 | $3.44M | Buy |
84,255
+5,207
| +7% | +$213K | 3.02% | 9 |
|
|
2018
Q4 | $2.93M | Buy |
+79,048
| New | +$2.93M | 2.86% | 8 |
|