MFP
Mosaic Financial Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | $4.22M | Sell |
98,418
-246
| -0.2% | -$10.6K | 2.77% | 11 |
|
2018
Q1 | $4.37M | Sell |
98,664
-425
| -0.4% | -$18.8K | 2.64% | 13 |
|
2017
Q4 | $4.45M | Hold |
99,089
| – | – | 2.55% | 13 |
|
2017
Q3 | $4.3M | Sell |
99,089
-399
| -0.4% | -$17.3K | 2.65% | 14 |
|
2017
Q2 | $4.11M | Sell |
99,488
-2,372
| -2% | -$98K | 2.57% | 14 |
|
2017
Q1 | $4M | Sell |
101,860
-1,179
| -1% | -$46.3K | 2.53% | 14 |
|
2016
Q4 | $3.77M | Sell |
103,039
-6,410
| -6% | -$234K | 2.41% | 16 |
|
2016
Q3 | $4.09M | Sell |
109,449
-714
| -0.6% | -$26.7K | 2.5% | 15 |
|
2016
Q2 | $3.9M | Hold |
110,163
| – | – | 2.4% | 16 |
|
2016
Q1 | $3.95M | Sell |
110,163
-21,247
| -16% | -$762K | 2.53% | 14 |
|
2015
Q4 | $4.83M | Hold |
131,410
| – | – | 3.1% | 11 |
|
2015
Q3 | $4.68M | Buy |
131,410
+21,247
| +19% | +$757K | 2.99% | 12 |
|
2015
Q2 | $4.37M | Sell |
110,163
-2,835
| -3% | -$112K | 3% | 12 |
|
2015
Q1 | $4.5M | Sell |
112,998
-6,929
| -6% | -$276K | 3.08% | 12 |
|
2014
Q4 | $4.54M | Sell |
119,927
-526
| -0.4% | -$19.9K | 3.08% | 11 |
|
2014
Q3 | $4.79M | Sell |
120,453
-216
| -0.2% | -$8.59K | 3.37% | 10 |
|
2014
Q2 | $5.14M | Sell |
120,669
-1,601
| -1% | -$68.2K | 3.52% | 12 |
|
2014
Q1 | $5.05M | Sell |
122,270
-754
| -0.6% | -$31.1K | 3.61% | 9 |
|
2013
Q4 | $5.13M | Sell |
123,024
-2,874
| -2% | -$120K | 3.74% | 9 |
|
2013
Q3 | $4.98M | Sell |
125,898
-1,124
| -0.9% | -$44.5K | 3.87% | 7 |
|
2013
Q2 | $4.52M | Buy |
+127,022
| New | +$4.52M | 3.54% | 9 |
|