MWM
Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.28M | Buy |
26,723
+3,608
| +16% | +$173K | 0.05% | 76 |
|
|
2024
Q3 | $1.22M | Buy |
23,115
+4
| +0% | +$211 | 0.05% | 94 |
|
|
2024
Q2 | $1.14M | Sell |
23,111
-237
| -1% | -$11.7K | 0.05% | 91 |
|
|
2024
Q1 | $1.17M | Buy |
23,348
+25
| +0.1% | +$1.25K | 0.05% | 86 |
|
|
2023
Q4 | $1.12M | Sell |
23,323
-96
| -0.4% | -$4.6K | 0.05% | 86 |
|
|
2023
Q3 | $1.02M | Sell |
23,419
-138,221
| -86% | -$6.04M | 0.05% | 78 |
|
|
2023
Q2 | $7.46M | Buy |
161,640
+1,854
| +1% | +$85.6K | 0.37% | 33 |
|
|
2023
Q1 | $7.22M | Sell |
159,786
-110,489
| -41% | -$4.99M | 0.37% | 34 |
|
|
2022
Q4 | $11.3M | Buy |
270,275
+237,948
| +736% | +$9.99M | 0.58% | 24 |
|
|
2022
Q3 | $1.18M | Sell |
32,327
-170
| -0.5% | -$6.18K | 0.08% | 54 |
|
|
2022
Q2 | $1.33M | Sell |
32,497
-1,906
| -6% | -$77.8K | 0.09% | 50 |
|
|
2022
Q1 | $1.65M | Sell |
34,403
-115,074
| -77% | -$5.53M | 0.14% | 58 |
|
|
2021
Q4 | $7.63M | Buy |
149,477
+115,086
| +335% | +$5.88M | 0.56% | 32 |
|
|
2021
Q3 | $1.74M | Sell |
34,391
-186
| -0.5% | -$9.39K | 0.14% | 77 |
|
|
2021
Q2 | $1.78M | Sell |
34,577
-297
| -0.9% | -$15.3K | 0.15% | 87 |
|
|
2021
Q1 | $1.71M | Sell |
34,874
-408
| -1% | -$20K | 0.2% | 75 |
|
|
2020
Q4 | $1.67M | Sell |
35,282
-1,198
| -3% | -$56.6K | 0.18% | 84 |
|
|
2020
Q3 | $1.49M | Sell |
36,480
-3,496
| -9% | -$143K | 0.22% | 64 |
|
|
2020
Q2 | $1.55M | Sell |
39,976
-164,366
| -80% | -$6.38M | 0.25% | 64 |
|
|
2020
Q1 | $6.81M | Sell |
204,342
-1,862
| -0.9% | -$62.1K | 1.48% | 16 |
|
|
2019
Q4 | $9.09M | Sell |
206,204
-7,951
| -4% | -$350K | 1.75% | 10 |
|
|
2019
Q3 | $8.8M | Sell |
214,155
-12,313
| -5% | -$506K | 1.78% | 11 |
|
|
2019
Q2 | $94.9K | Sell |
226,468
-4,487
| -2% | -$1.88K | 1.83% | 10 |
|
|
2019
Q1 | $9.44M | Sell |
230,955
-12,163
| -5% | -$497K | 1.79% | 9 |
|
|
2018
Q4 | $9.21M | Buy |
243,118
+232,763
| +2,248% | +$8.82M | 1.99% | 10 |
|
|
2018
Q3 | $448K | Sell |
10,355
-21,177
| -67% | -$916K | 0.1% | 117 |
|
|
2018
Q2 | $1.35M | Buy |
31,532
+4,225
| +15% | +$181K | 0.31% | 59 |
|
|
2018
Q1 | $1.21M | Buy |
+27,307
| New | +$1.21M | 0.32% | 68 |
|
|
2016
Q4 | – | Sell |
-9,473
| Closed | -$354K | – | 174 |
|
|
2016
Q3 | $354K | Buy |
+9,473
| New | +$354K | 0.07% | 113 |
|
|
2015
Q4 | – | Sell |
-31,021
| Closed | -$1.11M | – | 54 |
|
|
2015
Q3 | $1.11M | Buy |
+31,021
| New | +$1.11M | 0.62% | 21 |
|
|
2014
Q1 | – | Sell |
-165,535
| Closed | -$6.9M | – | 92 |
|
|
2013
Q4 | $6.9M | Sell |
165,535
-3,854
| -2% | -$161K | 2.93% | 17 |
|
|
2013
Q3 | $6.7M | Buy |
+169,389
| New | +$6.7M | 3.5% | 14 |
|