MGWA
Monument Group 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 | $9M | Sell |
157,921
-20,241
| -11% | -$1.15M | 5.67% | 4 |
|
|
2025
Q1 | $9.06M | Buy |
178,162
+804
| +0.5% | +$40.9K | 6.28% | 4 |
|
|
2024
Q4 | $8.48M | Sell |
177,358
-14,098
| -7% | -$674K | 6% | 4 |
|
|
2024
Q3 | $10.1M | Sell |
191,456
-610
| -0.3% | -$32.2K | 6.08% | 4 |
|
|
2024
Q2 | $9.49M | Sell |
192,066
-2,244
| -1% | -$111K | 6.38% | 4 |
|
|
2024
Q1 | $9.75M | Sell |
194,310
-5,525
| -3% | -$277K | 7.22% | 4 |
|
|
2023
Q4 | $9.57M | Buy |
+199,835
| New | +$9.57M | 8.16% | 4 |
|