MWP
MYCIO Wealth Partners’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 | $8.31M | Sell |
145,693
-4,724
| -3% | -$269K | 1.92% | 9 |
|
|
2025
Q1 | $7.65M | Sell |
150,417
-2,295
| -2% | -$117K | 1.8% | 9 |
|
|
2024
Q4 | $7.3M | Sell |
152,712
-1,545
| -1% | -$73.9K | 1.75% | 10 |
|
|
2024
Q3 | $8.15M | Sell |
154,257
-1,585
| -1% | -$83.7K | 1.87% | 9 |
|
|
2024
Q2 | $7.7M | Buy |
155,842
+1,261
| +0.8% | +$62.3K | 1.97% | 9 |
|
|
2024
Q1 | $7.76M | Buy |
154,581
+1,203
| +0.8% | +$60.4K | 1.95% | 9 |
|
|
2023
Q4 | $7.35M | Buy |
153,378
+1,703
| +1% | +$81.6K | 2.06% | 9 |
|
|
2023
Q3 | $6.63M | Buy |
151,675
+912
| +0.6% | +$39.9K | 1.98% | 10 |
|
|
2023
Q2 | $6.96M | Sell |
150,763
-1,986
| -1% | -$91.7K | 2.19% | 10 |
|
|
2023
Q1 | $6.9M | Sell |
152,749
-607
| -0.4% | -$27.4K | 2.42% | 10 |
|
|
2022
Q4 | $6.44M | Sell |
153,356
-92,179
| -38% | -$3.87M | 2.11% | 11 |
|
|
2022
Q3 | $8.93M | Buy |
245,535
+63,067
| +35% | +$2.29M | 3.48% | 3 |
|
|
2022
Q2 | $7.45M | Sell |
182,468
-5,070
| -3% | -$207K | 2.75% | 8 |
|
|
2022
Q1 | $9.01M | Buy |
187,538
+40,325
| +27% | +$1.94M | 2.87% | 7 |
|
|
2021
Q4 | $7.52M | Buy |
147,213
+21,069
| +17% | +$1.08M | 2.48% | 9 |
|
|
2021
Q3 | $6.37M | Buy |
126,144
+38,129
| +43% | +$1.93M | 2.34% | 9 |
|
|
2021
Q2 | $4.54M | Buy |
88,015
+8,140
| +10% | +$419K | 1.84% | 8 |
|
|
2021
Q1 | $3.92M | Buy |
79,875
+23,195
| +41% | +$1.14M | 1.75% | 7 |
|
|
2020
Q4 | $2.68M | Buy |
56,680
+215
| +0.4% | +$10.2K | 1.46% | 6 |
|
|
2020
Q3 | $2.31M | Buy |
56,465
+134
| +0.2% | +$5.48K | 1.58% | 6 |
|
|
2020
Q2 | $2.19M | Buy |
56,331
+59
| +0.1% | +$2.29K | 1.51% | 5 |
|
|
2020
Q1 | $1.88M | Sell |
56,272
-1,844,359
| -97% | -$61.5M | 1.26% | 5 |
|
|
2019
Q4 | $83.7M | Buy |
1,900,631
+86,071
| +5% | +$3.79M | 5.45% | 4 |
|
|
2019
Q3 | $74.5M | Buy |
1,814,560
+10,594
| +0.6% | +$435K | 5.53% | 5 |
|
|
2019
Q2 | $75.2M | Buy |
1,803,966
+35,645
| +2% | +$1.49M | 5.91% | 5 |
|
|
2019
Q1 | $72.3M | Buy |
1,768,321
+56,399
| +3% | +$2.31M | 5.98% | 5 |
|
|
2018
Q4 | $63.5M | Buy |
1,711,922
+1,256,292
| +276% | +$46.6M | 5.91% | 5 |
|
|
2018
Q3 | $19.7M | Buy |
455,630
+33,096
| +8% | +$1.43M | 1.91% | 10 |
|
|
2018
Q2 | $18.1M | Buy |
422,534
+75,954
| +22% | +$3.26M | 1.87% | 11 |
|
|
2018
Q1 | $15.3M | Buy |
346,580
+54,101
| +18% | +$2.39M | 1.73% | 12 |
|
|
2017
Q4 | $13.1M | Sell |
292,479
-1,392
| -0.5% | -$62.4K | 1.42% | 14 |
|
|
2017
Q3 | $12.8M | Sell |
293,871
-4,217
| -1% | -$183K | 1.45% | 13 |
|
|
2017
Q2 | $12.3M | Sell |
298,088
-5,043
| -2% | -$208K | 1.44% | 13 |
|
|
2017
Q1 | $11.9M | Sell |
303,131
-102,637
| -25% | -$4.03M | 1.46% | 13 |
|
|
2016
Q4 | $14.8M | Buy |
405,768
+405,708
| +676,180% | +$14.8M | 1.99% | 11 |
|
|
2016
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 764 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 907 |
|
|
2015
Q4 | – | Sell |
-861
| Closed | -$31K | – | 834 |
|
|
2015
Q3 | $31K | Buy |
+861
| New | +$31K | 0.01% | 362 |
|
|
2014
Q4 | – | Sell |
-565
| Closed | -$22K | – | 669 |
|
|
2014
Q3 | $22K | Hold |
565
| – | – | 0.01% | 360 |
|
|
2014
Q2 | $24K | Hold |
565
| – | – | 0.01% | 370 |
|
|
2014
Q1 | $23K | Hold |
565
| – | – | 0.01% | 365 |
|
|
2013
Q4 | $24K | Hold |
565
| – | – | 0.01% | 345 |
|
|
2013
Q3 | $22K | Hold |
565
| – | – | 0.01% | 323 |
|
|
2013
Q2 | $20K | Buy |
+565
| New | +$20K | 0.01% | 339 |
|