MRWM
ML&R 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
Q2 | – | Sell |
-18,187
| Closed | -$822K | – | 99 |
|
|
2023
Q1 | $822K | Buy |
18,187
+982
| +6% | +$44.4K | 0.22% | 32 |
|
|
2022
Q4 | $722K | Buy |
17,205
+9,058
| +111% | +$380K | 0.22% | 31 |
|
|
2022
Q3 | $296K | Buy |
8,147
+2,287
| +39% | +$83.1K | 0.1% | 50 |
|
|
2022
Q2 | $239K | Buy |
5,860
+768
| +15% | +$31.3K | 0.11% | 43 |
|
|
2022
Q1 | $245K | Hold |
5,092
| – | – | 0.09% | 41 |
|
|
2021
Q4 | $260K | Buy |
+5,092
| New | +$260K | 0.1% | 37 |
|