MFA
McClarren Financial Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $824K | Buy |
12,263
+2,302
| +23% | +$155K | 0.54% | 37 |
|
2025
Q1 | $629K | Buy |
+9,961
| New | +$629K | 0.42% | 41 |
|
2024
Q4 | – | Sell |
-9,838
| Closed | -$2.76K | – | 307 |
|
2024
Q3 | $2.76K | Buy |
9,838
+8,900
| +949% | +$2.5K | 0.35% | 27 |
|
2024
Q2 | $610K | Sell |
938
-9,705
| -91% | -$6.31M | 0.43% | 42 |
|
2024
Q1 | $625K | Buy |
10,643
+39
| +0.4% | +$2.29K | 0.45% | 39 |
|
2023
Q4 | $595K | Buy |
10,604
+160
| +2% | +$8.98K | 0.45% | 37 |
|
2023
Q3 | $540K | Sell |
10,444
-42
| -0.4% | -$2.17K | 0.47% | 35 |
|
2023
Q2 | $570K | Sell |
10,486
-33
| -0.3% | -$1.79K | 0.47% | 37 |
|
2023
Q1 | $554K | Buy |
10,519
+15
| +0.1% | +$790 | 0.5% | 37 |
|
2022
Q4 | $526K | Sell |
10,504
-3,088
| -23% | -$155K | 0.5% | 34 |
|
2022
Q3 | $602K | Buy |
13,592
+9,109
| +203% | +$403K | 0.6% | 27 |
|
2022
Q2 | $224K | Sell |
4,483
-8,985
| -67% | -$449K | 0.72% | 29 |
|
2022
Q1 | $774K | Buy |
13,468
+17
| +0.1% | +$977 | 0.56% | 28 |
|
2021
Q4 | $824K | Buy |
13,451
+1,028
| +8% | +$63K | 0.56% | 29 |
|
2021
Q3 | $757K | Buy |
12,423
+2,920
| +31% | +$178K | 0.59% | 25 |
|
2021
Q2 | $600K | Sell |
9,503
-50
| -0.5% | -$3.16K | 0.49% | 29 |
|
2021
Q1 | $581K | Buy |
9,553
+26
| +0.3% | +$1.58K | 0.52% | 28 |
|
2020
Q4 | $555K | Buy |
+9,527
| New | +$555K | 0.53% | 28 |
|