MWM
MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-79
| Closed | -$3.32K | – | 626 |
|
|
2022
Q4 | $3.32K | Buy |
+79
| New | +$3.32K | ﹤0.01% | 520 |
|
|
2020
Q2 | – | Sell |
-9,555
| Closed | -$325K | – | 115 |
|
|
2020
Q1 | $325K | Sell |
9,555
-13,037
| -58% | -$443K | 0.29% | 68 |
|
|
2019
Q4 | $995K | Sell |
22,592
-506
| -2% | -$22.3K | 0.55% | 29 |
|
|
2019
Q3 | $948K | Sell |
23,098
-120
| -0.5% | -$4.93K | 0.64% | 27 |
|
|
2019
Q2 | $972K | Sell |
23,218
-1,801
| -7% | -$75.4K | 0.68% | 27 |
|
|
2019
Q1 | $1.04M | Buy |
+25,019
| New | +$1.04M | 0.78% | 27 |
|
|
2018
Q4 | – | Sell |
-126,388
| Closed | -$5.48M | – | 501 |
|
|
2018
Q3 | $5.48M | Buy |
126,388
+1,191
| +1% | +$51.7K | 3.62% | 11 |
|
|
2018
Q2 | $5.31M | Buy |
125,197
+3,441
| +3% | +$146K | 3.78% | 9 |
|
|
2018
Q1 | $5.39M | Buy |
121,756
+121,486
| +44,995% | +$5.38M | 4.2% | 6 |
|
|
2017
Q4 | $12K | Hold |
270
| – | – | 0.01% | 281 |
|
|
2017
Q3 | $11K | Hold |
270
| – | – | 0.01% | 276 |
|
|
2017
Q2 | $11K | Hold |
270
| – | – | 0.01% | 264 |
|
|
2017
Q1 | $10K | Buy |
+270
| New | +$10K | 0.01% | 278 |
|