MWP
Moller Wealth Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Buy |
39,099
+2,791
| +8% | +$375K | 1.16% | 23 |
|
|
2025
Q1 | $4.2M | Buy |
36,308
+4,408
| +14% | +$510K | 1.04% | 23 |
|
|
2024
Q4 | $3.65M | Buy |
31,900
+384
| +1% | +$44K | 0.96% | 25 |
|
|
2024
Q3 | $3.97M | Buy |
31,516
+167
| +0.5% | +$21K | 0.99% | 25 |
|
|
2024
Q2 | $3.68M | Buy |
31,349
+229
| +0.7% | +$26.9K | 0.98% | 25 |
|
|
2024
Q1 | $3.64M | Buy |
31,120
+169
| +0.5% | +$19.7K | 0.99% | 25 |
|
|
2023
Q4 | $3.56M | Buy |
30,951
+1,684
| +6% | +$194K | 1% | 25 |
|
|
2023
Q3 | $3.11M | Sell |
29,267
-199
| -0.7% | -$21.1K | 0.99% | 25 |
|
|
2023
Q2 | $3.26M | Buy |
29,466
+42
| +0.1% | +$4.64K | 0.99% | 25 |
|
|
2023
Q1 | $3.21M | Buy |
29,424
+102
| +0.3% | +$11.1K | 0.99% | 25 |
|
|
2022
Q4 | $3.01M | Buy |
29,322
+2,605
| +10% | +$268K | 0.97% | 25 |
|
|
2022
Q3 | $2.48M | Buy |
26,717
+1,539
| +6% | +$143K | 0.89% | 24 |
|
|
2022
Q2 | $2.6M | Buy |
25,178
+1,791
| +8% | +$185K | 0.88% | 25 |
|
|
2022
Q1 | $2.9M | Buy |
23,387
+1,510
| +7% | +$187K | 0.9% | 24 |
|
|
2021
Q4 | $2.93M | Buy |
21,877
+1,762
| +9% | +$236K | 0.94% | 23 |
|
|
2021
Q3 | $2.69M | Buy |
20,115
+398
| +2% | +$53.2K | 0.89% | 23 |
|
|
2021
Q2 | $2.69M | Buy |
19,717
+519
| +3% | +$70.8K | 0.88% | 23 |
|
|
2021
Q1 | $2.46M | Buy |
19,198
+1,890
| +11% | +$243K | 0.86% | 24 |
|
|
2020
Q4 | $2.11M | Buy |
17,308
+541
| +3% | +$65.9K | 0.87% | 24 |
|
|
2020
Q3 | $1.77M | Buy |
16,767
+65
| +0.4% | +$6.84K | 0.79% | 25 |
|
|
2020
Q2 | $1.61M | Buy |
16,702
+963
| +6% | +$93.1K | 0.71% | 25 |
|
|
2020
Q1 | $1.23M | Buy |
15,739
+2,994
| +23% | +$234K | 0.64% | 24 |
|
|
2019
Q4 | $1.42M | Buy |
12,745
+776
| +6% | +$86.2K | 0.63% | 25 |
|
|
2019
Q3 | $1.22M | Buy |
11,969
+885
| +8% | +$90.2K | 0.59% | 25 |
|
|
2019
Q2 | $1.17M | Buy |
11,084
+5,620
| +103% | +$592K | 0.6% | 26 |
|
|
2019
Q1 | $569K | Buy |
5,464
+975
| +22% | +$102K | 0.26% | 35 |
|
|
2018
Q4 | $440K | Hold |
4,489
| – | – | 0.29% | 45 |
|
|
2018
Q3 | $503K | Sell |
4,489
-190,727
| -98% | -$21.4M | 0.22% | 28 |
|
|
2018
Q2 | $22.5M | Buy |
195,216
+27,097
| +16% | +$3.13M | 8.75% | 3 |
|
|
2018
Q1 | $20M | Sell |
168,119
-27,223
| -14% | -$3.25M | 8.69% | 3 |
|
|
2017
Q4 | $23.3M | Buy |
195,342
+1,618
| +0.8% | +$193K | 8.86% | 3 |
|
|
2017
Q3 | $22.3M | Sell |
193,724
-1,194
| -0.6% | -$137K | 8.52% | 4 |
|
|
2017
Q2 | $21.1M | Buy |
194,918
+146,193
| +300% | +$15.8M | 8.87% | 3 |
|
|
2017
Q1 | $5M | Buy |
+48,725
| New | +$5M | 2.19% | 12 |
|
|
2016
Q4 | – | Sell |
-9,815
| Closed | -$977K | – | 47 |
|
|
2016
Q3 | $977K | Sell |
9,815
-38,447
| -80% | -$3.83M | 0.45% | 25 |
|
|
2016
Q2 | $4.49M | Buy |
+48,262
| New | +$4.49M | 2.2% | 12 |
|
|
2015
Q3 | – | Sell |
-212,861
| Closed | -$21.7M | – | 42 |
|
|
2015
Q2 | $21.7M | Buy |
+212,861
| New | +$21.7M | 9.85% | 3 |
|
|
2014
Q4 | – | Sell |
-53,611
| Closed | -$5.48M | – | 52 |
|
|
2014
Q3 | $5.48M | Sell |
53,611
-127,428
| -70% | -$13M | 2.58% | 10 |
|
|
2014
Q2 | $20.1M | Buy |
181,039
+20,980
| +13% | +$2.33M | 9.14% | 2 |
|
|
2014
Q1 | $17.1M | Buy |
160,059
+17,118
| +12% | +$1.83M | 8.73% | 3 |
|
|
2013
Q4 | $14.7M | Buy |
142,941
+49,576
| +53% | +$5.1M | 7.9% | 5 |
|
|
2013
Q3 | $9.28M | Buy |
93,365
+79,610
| +579% | +$7.91M | 5.83% | 7 |
|
|
2013
Q2 | $1.23M | Buy |
+13,755
| New | +$1.23M | 0.9% | 21 |
|