MWA
MFA Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,745
| Closed | -$917K | – | 65 |
|
|
2022
Q2 | $917K | Hold |
10,745
| – | – | 0.33% | 39 |
|
|
2022
Q1 | $1.09M | Hold |
10,745
| – | – | 0.35% | 41 |
|
|
2021
Q4 | $1.15M | Hold |
10,745
| – | – | 0.49% | 35 |
|
|
2021
Q3 | $1.09M | Hold |
10,745
| – | – | 0.5% | 34 |
|
|
2021
Q2 | $1.11M | Sell |
10,745
-1,005
| -9% | -$104K | 0.5% | 34 |
|
|
2021
Q1 | $1.14M | Hold |
11,750
| – | – | 0.55% | 35 |
|
|
2020
Q4 | $1.09M | Hold |
11,750
| – | – | 0.97% | 21 |
|
|
2020
Q3 | $948K | Sell |
11,750
-5,173
| -31% | -$417K | 1.01% | 21 |
|
|
2020
Q2 | $1.27M | Sell |
16,923
-1,374
| -8% | -$103K | 0.82% | 26 |
|
|
2020
Q1 | $1.15M | Buy |
18,297
+465
| +3% | +$29.2K | 1.11% | 27 |
|
|
2019
Q4 | $1.45M | Hold |
17,832
| – | – | 1.05% | 16 |
|
|
2019
Q3 | $1.33M | Hold |
17,832
| – | – | 1.09% | 16 |
|
|
2019
Q2 | $1.34M | Buy |
17,832
+348
| +2% | +$26.2K | 1.01% | 18 |
|
|
2019
Q1 | $1.28M | Buy |
17,484
+793
| +5% | +$58K | 0.84% | 24 |
|
|
2018
Q4 | $1.09M | Buy |
16,691
+280
| +2% | +$18.3K | 1.09% | 18 |
|
|
2018
Q3 | $1.15M | Buy |
16,411
+346
| +2% | +$24.3K | 0.86% | 26 |
|
|
2018
Q2 | $1.21M | Buy |
16,065
+95
| +0.6% | +$7.18K | 0.8% | 25 |
|
|
2018
Q1 | $1.19M | Buy |
+15,970
| New | +$1.19M | 0.89% | 22 |
|