MWM
Mission Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
35,196
-1,220
| -3% | -$82K | 0.05% | 188 |
|
|
2025
Q1 | $2.21M | Sell |
36,416
-250
| -0.7% | -$15.2K | 0.05% | 177 |
|
|
2024
Q4 | $2.1M | Sell |
36,666
-1,502
| -4% | -$86.2K | 0.05% | 170 |
|
|
2024
Q3 | $2.4M | Sell |
38,168
-4,090
| -10% | -$258K | 0.06% | 159 |
|
|
2024
Q2 | $2.48M | Sell |
42,258
-1,136
| -3% | -$66.6K | 0.07% | 141 |
|
|
2024
Q1 | $2.55M | Buy |
43,394
+640
| +1% | +$37.5K | 0.07% | 149 |
|
|
2023
Q4 | $2.4M | Buy |
42,754
+3,090
| +8% | +$173K | 0.08% | 125 |
|
|
2023
Q3 | $2.06M | Buy |
39,664
+3,302
| +9% | +$171K | 0.08% | 126 |
|
|
2023
Q2 | $1.98M | Buy |
36,362
+755
| +2% | +$41.1K | 0.07% | 131 |
|
|
2023
Q1 | $1.9M | Buy |
35,607
+12,397
| +53% | +$663K | 0.08% | 132 |
|
|
2022
Q4 | $1.16M | Buy |
23,210
+282
| +1% | +$14.1K | 0.06% | 179 |
|
|
2022
Q3 | $1.02M | Sell |
22,928
-75
| -0.3% | -$3.33K | 0.05% | 172 |
|
|
2022
Q2 | $1.15M | Buy |
23,003
+958
| +4% | +$47.9K | 0.06% | 167 |
|
|
2022
Q1 | $1.27M | Buy |
22,045
+40
| +0.2% | +$2.3K | 0.06% | 155 |
|
|
2021
Q4 | $1.35M | Buy |
22,005
+123
| +0.6% | +$7.54K | 0.06% | 146 |
|
|
2021
Q3 | $1.33M | Buy |
21,882
+129
| +0.6% | +$7.86K | 0.07% | 136 |
|
|
2021
Q2 | $1.38M | Buy |
21,753
+344
| +2% | +$21.8K | 0.07% | 133 |
|
|
2021
Q1 | $1.3M | Buy |
21,409
+58
| +0.3% | +$3.52K | 0.08% | 123 |
|
|
2020
Q4 | $1.25M | Buy |
21,351
+165
| +0.8% | +$9.63K | 0.08% | 118 |
|
|
2020
Q3 | $1.07M | Buy |
21,186
+146
| +0.7% | +$7.37K | 0.08% | 117 |
|
|
2020
Q2 | $1M | Buy |
+21,040
| New | +$1M | 0.09% | 109 |
|
|
2016
Q2 | – | Sell |
-5,300
| Closed | -$229K | – | 176 |
|
|
2016
Q1 | $229K | Sell |
5,300
-3,859
| -42% | -$167K | 0.06% | 136 |
|
|
2015
Q4 | $398K | Sell |
9,159
-3,845
| -30% | -$167K | 0.11% | 79 |
|
|
2015
Q3 | $554K | Sell |
13,004
-31
| -0.2% | -$1.32K | 0.17% | 59 |
|
|
2015
Q2 | $635K | Buy |
+13,035
| New | +$635K | 0.22% | 56 |
|