MWA
Monograph Wealth Advisors’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 | $1.36M | Buy |
23,780
+11,834
| +99% | +$675K | 0.17% | 47 |
|
2025
Q1 | $607K | Buy |
11,946
+2
| +0% | +$102 | 0.08% | 64 |
|
2024
Q4 | $571K | Sell |
11,944
-3,031
| -20% | -$145K | 0.08% | 66 |
|
2024
Q3 | $791K | Buy |
14,975
+3,381
| +29% | +$179K | 0.1% | 55 |
|
2024
Q2 | $573K | Sell |
11,594
-3,377
| -23% | -$167K | 0.08% | 61 |
|
2024
Q1 | $751K | Buy |
14,971
+3,466
| +30% | +$174K | 0.11% | 72 |
|
2023
Q4 | $551K | Buy |
11,505
+9
| +0.1% | +$431 | 0.1% | 55 |
|
2023
Q3 | $503K | Buy |
11,496
+25
| +0.2% | +$1.09K | 0.1% | 69 |
|
2023
Q2 | $530K | Sell |
11,471
-88
| -0.8% | -$4.06K | 0.11% | 46 |
|
2023
Q1 | $522K | Sell |
11,559
-1,882
| -14% | -$85K | 0.12% | 44 |
|
2022
Q4 | $564K | Buy |
13,441
+2,042
| +18% | +$85.7K | 0.15% | 45 |
|
2022
Q3 | $414K | Sell |
11,399
-593
| -5% | -$21.5K | 0.14% | 48 |
|
2022
Q2 | $489K | Buy |
11,992
+8
| +0.1% | +$326 | 0.14% | 44 |
|
2022
Q1 | $576K | Buy |
11,984
+1
| +0% | +$48 | 0.15% | 46 |
|
2021
Q4 | $612K | Buy |
+11,983
| New | +$612K | 0.15% | 45 |
|