MWA
MFA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,889
| Closed | -$294K | – | 63 |
|
|
2022
Q2 | $294K | Buy |
5,889
+2,354
| +67% | +$118K | 0.11% | 51 |
|
|
2022
Q1 | $204K | Buy |
+3,535
| New | +$204K | 0.07% | 64 |
|
|
2021
Q4 | – | Sell |
-159,506
| Closed | -$9.72M | – | 76 |
|
|
2021
Q3 | $9.72M | Buy |
159,506
+12,028
| +8% | +$733K | 4.46% | 6 |
|
|
2021
Q2 | $9.35M | Buy |
147,478
+26,191
| +22% | +$1.66M | 4.22% | 6 |
|
|
2021
Q1 | $7.36M | Buy |
+121,287
| New | +$7.36M | 3.57% | 8 |
|