MLL
Moody Lynn & Lieberson’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 | $448K | Buy |
7,866
+715
| +10% | +$40.8K | 0.03% | 181 |
|
2025
Q1 | $363K | Buy |
7,151
+625
| +10% | +$31.8K | 0.02% | 188 |
|
2024
Q4 | $312K | Buy |
6,526
+260
| +4% | +$12.4K | 0.02% | 197 |
|
2024
Q3 | $331K | Buy |
6,266
+764
| +14% | +$40.3K | 0.02% | 201 |
|
2024
Q2 | $272K | Buy |
5,502
+279
| +5% | +$13.8K | 0.02% | 203 |
|
2024
Q1 | $262K | Buy |
5,223
+480
| +10% | +$24.1K | 0.02% | 209 |
|
2023
Q4 | $227K | Sell |
4,743
-430
| -8% | -$20.6K | 0.02% | 216 |
|
2023
Q3 | $226K | Buy |
5,173
+550
| +12% | +$24K | 0.02% | 193 |
|
2023
Q2 | $213K | Hold |
4,623
| – | – | 0.02% | 215 |
|
2023
Q1 | $209K | Buy |
+4,623
| New | +$209K | 0.02% | 211 |
|
2022
Q2 | – | Sell |
-4,573
| Closed | -$220K | – | 241 |
|
2022
Q1 | $220K | Hold |
4,573
| – | – | 0.02% | 213 |
|
2021
Q4 | $233K | Hold |
4,573
| – | – | 0.02% | 217 |
|
2021
Q3 | $231K | Hold |
4,573
| – | – | 0.02% | 209 |
|
2021
Q2 | $236K | Buy |
4,573
+145
| +3% | +$7.48K | 0.02% | 205 |
|
2021
Q1 | $217K | Buy |
+4,428
| New | +$217K | 0.02% | 208 |
|
2016
Q2 | – | Sell |
-166,655
| Closed | -$5.98M | – | 167 |
|
2016
Q1 | $5.98M | Sell |
166,655
-365,644
| -69% | -$13.1M | 0.94% | 43 |
|
2015
Q4 | $19.5M | Buy |
+532,299
| New | +$19.5M | 3.07% | 3 |
|
2015
Q3 | – | Sell |
-473,580
| Closed | -$18.8M | – | 198 |
|
2015
Q2 | $18.8M | Buy |
473,580
+52,583
| +12% | +$2.08M | 2.99% | 4 |
|
2015
Q1 | $16.8M | Buy |
420,997
+408,348
| +3,228% | +$16.3M | 2.67% | 8 |
|
2014
Q4 | $479K | Sell |
12,649
-47,309
| -79% | -$1.79M | 0.07% | 129 |
|
2014
Q3 | $2.38M | Sell |
59,958
-42,857
| -42% | -$1.7M | 0.35% | 74 |
|
2014
Q2 | $4.38M | Buy |
102,815
+44,560
| +76% | +$1.9M | 0.6% | 63 |
|
2014
Q1 | $2.4M | Sell |
58,255
-37,251
| -39% | -$1.54M | 0.35% | 82 |
|
2013
Q4 | $3.98M | Buy |
95,506
+4,305
| +5% | +$179K | 0.54% | 73 |
|
2013
Q3 | $3.61M | Buy |
91,201
+85,549
| +1,514% | +$3.39M | 0.56% | 70 |
|
2013
Q2 | $201K | Buy |
+5,652
| New | +$201K | 0.04% | 161 |
|