MWP
Moller Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Sell |
84,325
-1,196
| -1% | -$341K | 5.31% | 6 |
|
|
2025
Q1 | $22M | Sell |
85,521
-2,738
| -3% | -$704K | 5.44% | 6 |
|
|
2024
Q4 | $23.8M | Sell |
88,259
-4,050
| -4% | -$1.09M | 6.26% | 5 |
|
|
2024
Q3 | $24.3M | Sell |
92,309
-1,623
| -2% | -$427K | 6.07% | 5 |
|
|
2024
Q2 | $23.4M | Sell |
93,932
-5,013
| -5% | -$1.25M | 6.26% | 5 |
|
|
2024
Q1 | $23.7M | Sell |
98,945
-4,244
| -4% | -$1.02M | 6.43% | 5 |
|
|
2023
Q4 | $22.5M | Buy |
103,189
+375
| +0.4% | +$81.8K | 6.34% | 5 |
|
|
2023
Q3 | $20.1M | Sell |
102,814
-1,351
| -1% | -$264K | 6.39% | 5 |
|
|
2023
Q2 | $21.1M | Sell |
104,165
-5,863
| -5% | -$1.19M | 6.45% | 5 |
|
|
2023
Q1 | $20.6M | Sell |
110,028
-775
| -0.7% | -$145K | 6.34% | 5 |
|
|
2022
Q4 | $19.3M | Sell |
110,803
-986
| -0.9% | -$172K | 6.2% | 5 |
|
|
2022
Q3 | $18.3M | Sell |
111,789
-760
| -0.7% | -$124K | 6.59% | 5 |
|
|
2022
Q2 | $19.4M | Buy |
112,549
+54
| +0% | +$9.31K | 6.58% | 4 |
|
|
2022
Q1 | $23.5M | Buy |
112,495
+10,379
| +10% | +$2.16M | 7.29% | 3 |
|
|
2021
Q4 | $22.6M | Sell |
102,116
-15,964
| -14% | -$3.53M | 7.2% | 4 |
|
|
2021
Q3 | $23.7M | Sell |
118,080
-2,353
| -2% | -$473K | 7.84% | 2 |
|
|
2021
Q2 | $24.2M | Sell |
120,433
-2,615
| -2% | -$525K | 7.94% | 2 |
|
|
2021
Q1 | $22.8M | Buy |
123,048
+18,240
| +17% | +$3.38M | 7.95% | 2 |
|
|
2020
Q4 | $18.4M | Sell |
104,808
-16,363
| -14% | -$2.88M | 7.62% | 2 |
|
|
2020
Q3 | $19M | Sell |
121,171
-10,853
| -8% | -$1.7M | 8.49% | 2 |
|
|
2020
Q2 | $18.9M | Buy |
132,024
+6,434
| +5% | +$920K | 8.25% | 2 |
|
|
2020
Q1 | $14.9M | Buy |
125,590
+5,275
| +4% | +$625K | 7.7% | 4 |
|
|
2019
Q4 | $17.8M | Sell |
120,315
-7,574
| -6% | -$1.12M | 7.87% | 4 |
|
|
2019
Q3 | $17.4M | Sell |
127,889
-1,612
| -1% | -$220K | 8.43% | 4 |
|
|
2019
Q2 | $17.4M | Sell |
129,501
-33
| -0% | -$4.45K | 8.94% | 2 |
|
|
2019
Q1 | $16.8M | Sell |
129,534
-986
| -0.8% | -$128K | 7.54% | 4 |
|
|
2018
Q4 | $15.4M | Sell |
130,520
-4,435
| -3% | -$525K | 10.08% | 2 |
|
|
2018
Q3 | $18M | Sell |
134,955
-564
| -0.4% | -$75.3K | 7.89% | 5 |
|
|
2018
Q2 | $16.9M | Sell |
135,519
-1,486
| -1% | -$185K | 6.57% | 6 |
|
|
2018
Q1 | $16.6M | Sell |
137,005
-692
| -0.5% | -$83.9K | 7.2% | 7 |
|
|
2017
Q4 | $16.9M | Sell |
137,697
-2,560
| -2% | -$314K | 6.42% | 7 |
|
|
2017
Q3 | $16.2M | Sell |
140,257
-165
| -0.1% | -$19K | 6.19% | 8 |
|
|
2017
Q2 | $15.6M | Sell |
140,422
-516
| -0.4% | -$57.3K | 6.56% | 7 |
|
|
2017
Q1 | $15.2M | Sell |
140,938
-1,108
| -0.8% | -$120K | 6.66% | 5 |
|
|
2016
Q4 | $14.5M | Sell |
142,046
-647
| -0.5% | -$66.2K | 7.18% | 5 |
|
|
2016
Q3 | $14.1M | Sell |
142,693
-340
| -0.2% | -$33.7K | 6.51% | 6 |
|
|
2016
Q2 | $13.7M | Hold |
143,033
| – | – | 6.71% | 7 |
|
|
2016
Q1 | $13.4M | Sell |
143,033
-21,584
| -13% | -$2.03M | 7.89% | 6 |
|
|
2015
Q4 | $15.4M | Buy |
164,617
+18,269
| +12% | +$1.71M | 8.48% | 5 |
|
|
2015
Q3 | $12.9M | Sell |
146,348
-32,564
| -18% | -$2.87M | 11.94% | 2 |
|
|
2015
Q2 | $17M | Sell |
178,912
-526
| -0.3% | -$49.9K | 7.7% | 5 |
|
|
2015
Q1 | $17.1M | Sell |
179,438
-1,591
| -0.9% | -$151K | 7.89% | 5 |
|
|
2014
Q4 | $17.1M | Sell |
181,029
-1,597
| -0.9% | -$151K | 8.45% | 4 |
|
|
2014
Q3 | $16.5M | Sell |
182,626
-615
| -0.3% | -$55.6K | 7.79% | 5 |
|
|
2014
Q2 | $16.5M | Sell |
183,241
-692
| -0.4% | -$62.3K | 7.5% | 5 |
|
|
2014
Q1 | $15.8M | Sell |
183,933
-532
| -0.3% | -$45.8K | 8.07% | 5 |
|
|
2013
Q4 | $15.6M | Sell |
184,465
-932
| -0.5% | -$79K | 8.4% | 1 |
|
|
2013
Q3 | $14.3M | Sell |
185,397
-1,800
| -1% | -$139K | 9.01% | 2 |
|
|
2013
Q2 | $13.7M | Buy |
+187,197
| New | +$13.7M | 10.03% | 3 |
|