MFA
McClarren Financial 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 | $1.15M | Buy |
20,184
+6,416
| +47% | +$366K | 0.75% | 24 |
|
2025
Q1 | $1.03M | Buy |
+13,768
| New | +$1.03M | 0.68% | 25 |
|
2024
Q4 | – | Sell |
-13,760
| Closed | -$83.5K | – | 306 |
|
2024
Q3 | $83.5K | Buy |
13,760
+12,871
| +1,448% | +$78.1K | 10.5% | 2 |
|
2024
Q2 | $1.06M | Sell |
889
-20,379
| -96% | -$24.3M | 0.74% | 22 |
|
2024
Q1 | $1.07M | Buy |
21,268
+123
| +0.6% | +$6.17K | 0.77% | 24 |
|
2023
Q4 | $1.01M | Buy |
21,145
+273
| +1% | +$13.1K | 0.77% | 23 |
|
2023
Q3 | $911K | Buy |
20,872
+709
| +4% | +$30.9K | 0.79% | 22 |
|
2023
Q2 | $931K | Buy |
20,163
+1,700
| +9% | +$78.5K | 0.77% | 23 |
|
2023
Q1 | $826K | Buy |
18,463
+57
| +0.3% | +$2.55K | 0.75% | 23 |
|
2022
Q4 | $772K | Buy |
18,406
+5,916
| +47% | +$248K | 0.73% | 22 |
|
2022
Q3 | $454K | Buy |
+12,490
| New | +$454K | 0.45% | 36 |
|
2022
Q2 | – | Sell |
-12,699
| Closed | -$608K | – | 266 |
|
2022
Q1 | $608K | Sell |
12,699
-1,624
| -11% | -$77.8K | 0.44% | 33 |
|
2021
Q4 | $731K | Sell |
14,323
-1,785
| -11% | -$91.1K | 0.5% | 30 |
|
2021
Q3 | $813K | Buy |
16,108
+534
| +3% | +$27K | 0.63% | 24 |
|
2021
Q2 | $800K | Buy |
15,574
+103
| +0.7% | +$5.29K | 0.65% | 23 |
|
2021
Q1 | $759K | Sell |
15,471
-134
| -0.9% | -$6.57K | 0.68% | 24 |
|
2020
Q4 | $735K | Buy |
+15,605
| New | +$735K | 0.71% | 24 |
|