MWP
Moller Wealth Partners’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
134,961
+9,490
| +8% | +$780K | 2.45% | 17 |
|
|
2025
Q1 | $9.09M | Buy |
125,471
+23,671
| +23% | +$1.72M | 2.25% | 17 |
|
|
2024
Q4 | $7.23M | Sell |
101,800
-861
| -0.8% | -$61.2K | 1.9% | 19 |
|
|
2024
Q3 | $8.05M | Buy |
102,661
+508
| +0.5% | +$39.8K | 2.01% | 17 |
|
|
2024
Q2 | $7.58M | Sell |
102,153
-80
| -0.1% | -$5.93K | 2.02% | 17 |
|
|
2024
Q1 | $7.77M | Sell |
102,233
-1,508
| -1% | -$115K | 2.11% | 17 |
|
|
2023
Q4 | $7.47M | Buy |
103,741
+7,404
| +8% | +$533K | 2.11% | 17 |
|
|
2023
Q3 | $6.44M | Buy |
96,337
+1,480
| +2% | +$99K | 2.05% | 18 |
|
|
2023
Q2 | $6.61M | Sell |
94,857
-1,096
| -1% | -$76.4K | 2.02% | 18 |
|
|
2023
Q1 | $6.51M | Buy |
95,953
+2,901
| +3% | +$197K | 2.01% | 19 |
|
|
2022
Q4 | $5.99M | Buy |
93,052
+7,325
| +9% | +$471K | 1.92% | 20 |
|
|
2022
Q3 | $4.92M | Buy |
85,727
+3,569
| +4% | +$205K | 1.77% | 20 |
|
|
2022
Q2 | $5.22M | Buy |
82,158
+8,572
| +12% | +$544K | 1.77% | 20 |
|
|
2022
Q1 | $5.45M | Buy |
73,586
+5,043
| +7% | +$373K | 1.69% | 19 |
|
|
2021
Q4 | $5.35M | Buy |
68,543
+3,849
| +6% | +$300K | 1.71% | 21 |
|
|
2021
Q3 | $5.24M | Buy |
64,694
+1,027
| +2% | +$83.2K | 1.73% | 20 |
|
|
2021
Q2 | $5.24M | Buy |
63,667
+2,282
| +4% | +$188K | 1.72% | 21 |
|
|
2021
Q1 | $5.01M | Buy |
61,385
+11,123
| +22% | +$908K | 1.75% | 20 |
|
|
2020
Q4 | $4M | Buy |
50,262
+4,429
| +10% | +$352K | 1.65% | 20 |
|
|
2020
Q3 | $3.12M | Buy |
45,833
+1,400
| +3% | +$95.3K | 1.4% | 22 |
|
|
2020
Q2 | $2.83M | Buy |
44,433
+4,133
| +10% | +$263K | 1.24% | 22 |
|
|
2020
Q1 | $2.22M | Buy |
40,300
+10,286
| +34% | +$567K | 1.15% | 21 |
|
|
2019
Q4 | $2.09M | Buy |
30,014
+4,088
| +16% | +$284K | 0.92% | 23 |
|
|
2019
Q3 | $1.71M | Buy |
25,926
+7,053
| +37% | +$466K | 0.83% | 22 |
|
|
2019
Q2 | $1.25M | Buy |
18,873
+10,614
| +129% | +$701K | 0.64% | 25 |
|
|
2019
Q1 | $544K | Buy |
8,259
+2,073
| +34% | +$137K | 0.24% | 36 |
|
|
2018
Q4 | $387K | Hold |
6,186
| – | – | 0.25% | 46 |
|
|
2018
Q3 | $440K | Sell |
6,186
-306,565
| -98% | -$21.8M | 0.19% | 30 |
|
|
2018
Q2 | $21.9M | Buy |
312,751
+58,779
| +23% | +$4.11M | 8.5% | 4 |
|
|
2018
Q1 | $18.5M | Sell |
253,972
-56,932
| -18% | -$4.15M | 8.03% | 6 |
|
|
2017
Q4 | $22.7M | Sell |
310,904
-2,876
| -0.9% | -$210K | 8.63% | 4 |
|
|
2017
Q3 | $21.4M | Sell |
313,780
-2,641
| -0.8% | -$180K | 8.19% | 6 |
|
|
2017
Q2 | $20.8M | Sell |
316,421
-7,076
| -2% | -$466K | 8.77% | 5 |
|
|
2017
Q1 | $20.5M | Buy |
323,497
+247,236
| +324% | +$15.6M | 8.96% | 4 |
|
|
2016
Q4 | $4.43M | Sell |
76,261
-1,629
| -2% | -$94.7K | 2.19% | 12 |
|
|
2016
Q3 | $4.72M | Buy |
+77,890
| New | +$4.72M | 2.17% | 12 |
|
|
2015
Q3 | – | Sell |
-359,401
| Closed | -$21.9M | – | 41 |
|
|
2015
Q2 | $21.9M | Sell |
359,401
-2,525
| -0.7% | -$154K | 9.96% | 2 |
|
|
2015
Q1 | $22.2M | Buy |
+361,926
| New | +$22.2M | 10.24% | 3 |
|
|
2014
Q4 | – | Sell |
-58,159
| Closed | -$3.45M | – | 51 |
|
|
2014
Q3 | $3.45M | Sell |
58,159
-658
| -1% | -$39K | 1.63% | 13 |
|
|
2014
Q2 | $3.66M | Buy |
58,817
+33,254
| +130% | +$2.07M | 1.66% | 13 |
|
|
2014
Q1 | $1.51M | Sell |
25,563
-176,642
| -87% | -$10.4M | 0.77% | 20 |
|
|
2013
Q4 | $12.4M | Buy |
202,205
+93,768
| +86% | +$5.75M | 6.65% | 9 |
|
|
2013
Q3 | $6.59M | Buy |
108,437
+92,013
| +560% | +$5.59M | 4.14% | 10 |
|
|
2013
Q2 | $917K | Buy |
+16,424
| New | +$917K | 0.67% | 25 |
|