MWP
Moller Wealth Partners’s Vanguard FTSE Europe ETF VGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
144,799
+13,795
| +11% | +$1.07M | 2.48% | 16 |
|
|
2025
Q1 | $9.2M | Buy |
131,004
+18,810
| +17% | +$1.32M | 2.27% | 16 |
|
|
2024
Q4 | $7.12M | Sell |
112,194
-255
| -0.2% | -$16.2K | 1.87% | 20 |
|
|
2024
Q3 | $8M | Buy |
112,449
+528
| +0.5% | +$37.5K | 2% | 18 |
|
|
2024
Q2 | $7.47M | Sell |
111,921
-1,561
| -1% | -$104K | 1.99% | 18 |
|
|
2024
Q1 | $7.64M | Sell |
113,482
-1,131
| -1% | -$76.2K | 2.07% | 18 |
|
|
2023
Q4 | $7.39M | Buy |
114,613
+8,002
| +8% | +$516K | 2.08% | 18 |
|
|
2023
Q3 | $6.18M | Buy |
106,611
+2,863
| +3% | +$166K | 1.96% | 20 |
|
|
2023
Q2 | $6.4M | Sell |
103,748
-1,684
| -2% | -$104K | 1.96% | 20 |
|
|
2023
Q1 | $6.43M | Sell |
105,432
-809
| -0.8% | -$49.3K | 1.98% | 20 |
|
|
2022
Q4 | $5.89M | Buy |
106,241
+4,813
| +5% | +$267K | 1.89% | 22 |
|
|
2022
Q3 | $4.68M | Buy |
101,428
+7,849
| +8% | +$362K | 1.69% | 21 |
|
|
2022
Q2 | $4.94M | Buy |
93,579
+6,898
| +8% | +$364K | 1.68% | 21 |
|
|
2022
Q1 | $5.4M | Buy |
86,681
+4,704
| +6% | +$293K | 1.68% | 20 |
|
|
2021
Q4 | $5.59M | Buy |
81,977
+2,819
| +4% | +$192K | 1.79% | 19 |
|
|
2021
Q3 | $5.19M | Buy |
79,158
+735
| +0.9% | +$48.2K | 1.72% | 21 |
|
|
2021
Q2 | $5.28M | Buy |
78,423
+2,842
| +4% | +$191K | 1.73% | 20 |
|
|
2021
Q1 | $4.76M | Buy |
75,581
+9,803
| +15% | +$618K | 1.66% | 21 |
|
|
2020
Q4 | $3.96M | Buy |
65,778
+1,939
| +3% | +$117K | 1.64% | 21 |
|
|
2020
Q3 | $3.35M | Buy |
63,839
+5,010
| +9% | +$263K | 1.5% | 21 |
|
|
2020
Q2 | $2.96M | Buy |
58,829
+5,572
| +10% | +$280K | 1.29% | 21 |
|
|
2020
Q1 | $2.31M | Buy |
53,257
+14,738
| +38% | +$638K | 1.19% | 19 |
|
|
2019
Q4 | $2.26M | Buy |
38,519
+5,119
| +15% | +$300K | 1% | 19 |
|
|
2019
Q3 | $1.79M | Buy |
33,400
+10,638
| +47% | +$570K | 0.87% | 21 |
|
|
2019
Q2 | $1.25M | Buy |
22,762
+14,998
| +193% | +$824K | 0.64% | 24 |
|
|
2019
Q1 | $416K | Buy |
7,764
+2,578
| +50% | +$138K | 0.19% | 40 |
|
|
2018
Q4 | $261K | Hold |
5,186
| – | – | 0.17% | 54 |
|
|
2018
Q3 | $292K | Sell |
5,186
-80,647
| -94% | -$4.54M | 0.13% | 38 |
|
|
2018
Q2 | $4.82M | Sell |
85,833
-233,275
| -73% | -$13.1M | 1.87% | 13 |
|
|
2018
Q1 | $18.6M | Sell |
319,108
-62,772
| -16% | -$3.65M | 8.04% | 5 |
|
|
2017
Q4 | $22.6M | Buy |
381,880
+3,271
| +0.9% | +$193K | 8.6% | 5 |
|
|
2017
Q3 | $22.1M | Sell |
378,609
-1,922
| -0.5% | -$112K | 8.45% | 5 |
|
|
2017
Q2 | $21M | Buy |
380,531
+289,874
| +320% | +$16M | 8.83% | 4 |
|
|
2017
Q1 | $4.68M | Buy |
+90,657
| New | +$4.68M | 2.05% | 13 |
|
|
2016
Q4 | – | Sell |
-78,504
| Closed | -$3.83M | – | 46 |
|
|
2016
Q3 | $3.83M | Buy |
+78,504
| New | +$3.83M | 1.76% | 14 |
|
|
2015
Q3 | – | Sell |
-89,849
| Closed | -$4.85M | – | 40 |
|
|
2015
Q2 | $4.85M | Buy |
+89,849
| New | +$4.85M | 2.2% | 12 |
|
|
2014
Q4 | – | Sell |
-70,376
| Closed | -$3.89M | – | 50 |
|
|
2014
Q3 | $3.89M | Sell |
70,376
-199,432
| -74% | -$11M | 1.83% | 12 |
|
|
2014
Q2 | $16.2M | Buy |
269,808
+24,173
| +10% | +$1.45M | 7.35% | 6 |
|
|
2014
Q1 | $14.5M | Buy |
245,635
+20,047
| +9% | +$1.18M | 7.39% | 7 |
|
|
2013
Q4 | $13.3M | Buy |
225,588
+76,488
| +51% | +$4.5M | 7.12% | 8 |
|
|
2013
Q3 | $8.13M | Buy |
149,100
+131,177
| +732% | +$7.15M | 5.1% | 9 |
|
|
2013
Q2 | $863K | Buy |
+17,923
| New | +$863K | 0.63% | 29 |
|