MTM FINANCIAL GROUP, LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$219K Sell
2023
Q3
$544K Sell
2023
Q2
$1M Sell
2023
Q1
$1.55M Sell
2022
Q4
$1.57M Sell
2022
Q3
$1.61M Sell
2022
Q2
$1.89M Sell
2022
Q1
$2.32M Buy