MWM
McNaughton 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 | $1.03M | Sell |
18,149
-1,141
| -6% | -$65K | 0.46% | 52 |
|
|
2025
Q1 | $981K | Sell |
19,290
-109,153
| -85% | -$5.55M | 0.48% | 49 |
|
|
2024
Q4 | $6.14M | Buy |
128,443
+531
| +0.4% | +$25.4K | 2.96% | 11 |
|
|
2024
Q3 | $6.76M | Buy |
127,912
+3,372
| +3% | +$178K | 3.29% | 11 |
|
|
2024
Q2 | $6.15M | Buy |
124,540
+6,022
| +5% | +$298K | 3.26% | 11 |
|
|
2024
Q1 | $5.95M | Buy |
118,518
+3,763
| +3% | +$189K | 3.3% | 11 |
|
|
2023
Q4 | $5.5M | Buy |
114,755
+11,522
| +11% | +$552K | 3.26% | 11 |
|
|
2023
Q3 | $4.51M | Buy |
103,233
+48,036
| +87% | +$2.1M | 3% | 11 |
|
|
2023
Q2 | $2.55M | Buy |
55,197
+48,240
| +693% | +$2.23M | 1.63% | 19 |
|
|
2023
Q1 | $314K | Buy |
6,957
+768
| +12% | +$34.7K | 0.21% | 48 |
|
|
2022
Q4 | $260K | Sell |
6,189
-612
| -9% | -$25.7K | 0.18% | 51 |
|
|
2022
Q3 | $247K | Buy |
6,801
+105
| +2% | +$3.81K | 0.18% | 48 |
|
|
2022
Q2 | $273K | Buy |
6,696
+1,203
| +22% | +$49K | 0.19% | 47 |
|
|
2022
Q1 | $264K | Sell |
5,493
-2,754
| -33% | -$132K | 0.17% | 46 |
|
|
2021
Q4 | $421K | Buy |
8,247
+2,195
| +36% | +$112K | 0.27% | 40 |
|
|
2021
Q3 | $306K | Buy |
6,052
+223
| +4% | +$11.3K | 0.22% | 42 |
|
|
2021
Q2 | $300K | Buy |
5,829
+150
| +3% | +$7.72K | 0.21% | 44 |
|
|
2021
Q1 | $279K | Buy |
5,679
+158
| +3% | +$7.76K | 0.21% | 43 |
|
|
2020
Q4 | $261K | Sell |
5,521
-605
| -10% | -$28.6K | 0.21% | 42 |
|
|
2020
Q3 | $251K | Sell |
6,126
-634
| -9% | -$26K | 0.22% | 42 |
|
|
2020
Q2 | $262K | Sell |
6,760
-7,515
| -53% | -$291K | 0.24% | 41 |
|
|
2020
Q1 | $476K | Sell |
14,275
-11,079
| -44% | -$369K | 0.51% | 30 |
|
|
2019
Q4 | $1.12M | Buy |
+25,354
| New | +$1.12M | 1.04% | 24 |
|