MWP
Moller Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
260,918
+7,368
| +3% | +$420K | 3.28% | 13 |
|
|
2025
Q1 | $12.9M | Buy |
253,550
+4,422
| +2% | +$225K | 3.19% | 13 |
|
|
2024
Q4 | $11.9M | Buy |
249,128
+6,410
| +3% | +$307K | 3.13% | 13 |
|
|
2024
Q3 | $12.8M | Buy |
242,718
+1,559
| +0.6% | +$82.3K | 3.2% | 13 |
|
|
2024
Q2 | $11.9M | Buy |
241,159
+1,084
| +0.5% | +$53.6K | 3.18% | 13 |
|
|
2024
Q1 | $12M | Sell |
240,075
-3,159
| -1% | -$158K | 3.26% | 13 |
|
|
2023
Q4 | $11.7M | Buy |
243,234
+11,825
| +5% | +$566K | 3.28% | 13 |
|
|
2023
Q3 | $10.1M | Buy |
231,409
+153
| +0.1% | +$6.69K | 3.21% | 13 |
|
|
2023
Q2 | $10.7M | Sell |
231,256
-6,087
| -3% | -$281K | 3.26% | 13 |
|
|
2023
Q1 | $10.7M | Sell |
237,343
-1,142
| -0.5% | -$51.6K | 3.31% | 13 |
|
|
2022
Q4 | $10M | Buy |
238,485
+5,864
| +3% | +$246K | 3.22% | 13 |
|
|
2022
Q3 | $8.46M | Buy |
232,621
+7,566
| +3% | +$275K | 3.05% | 13 |
|
|
2022
Q2 | $9.18M | Buy |
225,055
+10,845
| +5% | +$442K | 3.11% | 12 |
|
|
2022
Q1 | $10.3M | Buy |
214,210
+16,622
| +8% | +$798K | 3.2% | 12 |
|
|
2021
Q4 | $10.1M | Sell |
197,588
-4,135
| -2% | -$211K | 3.22% | 12 |
|
|
2021
Q3 | $10.2M | Buy |
201,723
+3,900
| +2% | +$197K | 3.37% | 12 |
|
|
2021
Q2 | $10.2M | Buy |
197,823
+873
| +0.4% | +$45K | 3.35% | 13 |
|
|
2021
Q1 | $9.67M | Buy |
196,950
+24,943
| +15% | +$1.22M | 3.37% | 13 |
|
|
2020
Q4 | $8.12M | Sell |
172,007
-10,992
| -6% | -$519K | 3.36% | 10 |
|
|
2020
Q3 | $7.49M | Sell |
182,999
-22,076
| -11% | -$903K | 3.35% | 11 |
|
|
2020
Q2 | $7.96M | Sell |
205,075
-79,421
| -28% | -$3.08M | 3.48% | 12 |
|
|
2020
Q1 | $9.49M | Buy |
284,496
+26,798
| +10% | +$893K | 4.91% | 9 |
|
|
2019
Q4 | $11.4M | Buy |
257,698
+11,610
| +5% | +$512K | 5.03% | 9 |
|
|
2019
Q3 | $10.1M | Buy |
246,088
+20,753
| +9% | +$853K | 4.89% | 10 |
|
|
2019
Q2 | $9.4M | Buy |
225,335
+24,953
| +12% | +$1.04M | 4.82% | 10 |
|
|
2019
Q1 | $8.19M | Sell |
200,382
-2,694
| -1% | -$110K | 3.67% | 12 |
|
|
2018
Q4 | $7.81M | Buy |
203,076
+2,196
| +1% | +$84.5K | 5.1% | 8 |
|
|
2018
Q3 | $8.69M | Sell |
200,880
-3,241
| -2% | -$140K | 3.81% | 8 |
|
|
2018
Q2 | $8.76M | Buy |
204,121
+5,468
| +3% | +$235K | 3.4% | 10 |
|
|
2018
Q1 | $8.79M | Sell |
198,653
-2,571
| -1% | -$114K | 3.81% | 11 |
|
|
2017
Q4 | $9.03M | Buy |
201,224
+4,267
| +2% | +$191K | 3.44% | 11 |
|
|
2017
Q3 | $8.55M | Buy |
196,957
+4,342
| +2% | +$188K | 3.27% | 11 |
|
|
2017
Q2 | $7.96M | Buy |
192,615
+4,301
| +2% | +$178K | 3.35% | 11 |
|
|
2017
Q1 | $7.4M | Sell |
188,314
-4,939
| -3% | -$194K | 3.24% | 10 |
|
|
2016
Q4 | $7.06M | Sell |
193,253
-8,358
| -4% | -$305K | 3.49% | 10 |
|
|
2016
Q3 | $7.54M | Buy |
201,611
+7,447
| +4% | +$279K | 3.47% | 10 |
|
|
2016
Q2 | $6.87M | Buy |
194,164
+1,729
| +0.9% | +$61.1K | 3.36% | 10 |
|
|
2016
Q1 | $6.91M | Buy |
192,435
+3,547
| +2% | +$127K | 4.05% | 10 |
|
|
2015
Q4 | $6.94M | Sell |
188,888
-1,144
| -0.6% | -$42K | 3.82% | 9 |
|
|
2015
Q3 | $6.77M | Sell |
190,032
-8,244
| -4% | -$294K | 6.28% | 6 |
|
|
2015
Q2 | $7.86M | Sell |
198,276
-1,026
| -0.5% | -$40.7K | 3.57% | 11 |
|
|
2015
Q1 | $7.94M | Buy |
199,302
+19,825
| +11% | +$790K | 3.67% | 10 |
|
|
2014
Q4 | $6.8M | Sell |
179,477
-4,387
| -2% | -$166K | 3.36% | 10 |
|
|
2014
Q3 | $7.28M | Sell |
183,864
-4,620
| -2% | -$183K | 3.43% | 9 |
|
|
2014
Q2 | $8.03M | Sell |
188,484
-17,339
| -8% | -$739K | 3.65% | 11 |
|
|
2014
Q1 | $8.49M | Buy |
205,823
+307
| +0.1% | +$12.7K | 4.33% | 9 |
|
|
2013
Q4 | $8.57M | Sell |
205,516
-5,163
| -2% | -$215K | 4.6% | 10 |
|
|
2013
Q3 | $8.34M | Sell |
210,679
-10,541
| -5% | -$417K | 5.24% | 8 |
|
|
2013
Q2 | $7.88M | Buy |
+221,220
| New | +$7.88M | 5.75% | 7 |
|