Magnolia Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.58M | Buy |
105,794
+531
| +0.5% | +$48.1K | 6.87% | 5 |
|
|
2024
Q4 | $9.38M | Buy |
105,263
+6,593
| +7% | +$587K | 6.52% | 5 |
|
|
2024
Q3 | $9.61M | Sell |
98,670
-565
| -0.6% | -$55K | 6.83% | 5 |
|
|
2024
Q2 | $8.31M | Sell |
99,235
-79,194
| -44% | -$6.63M | 6.27% | 5 |
|
|
2024
Q1 | $15.3M | Buy |
178,429
+87,552
| +96% | +$7.51M | 6.26% | 6 |
|
|
2023
Q4 | $8.03M | Buy |
90,877
+10,714
| +13% | +$947K | 6.88% | 6 |
|
|
2023
Q3 | $6.07M | Buy |
80,163
+2,713
| +4% | +$205K | 5.64% | 7 |
|
|
2023
Q2 | $6.47M | Buy |
77,450
+6,209
| +9% | +$519K | 6.03% | 7 |
|
|
2023
Q1 | $5.92M | Buy |
71,241
+3,036
| +4% | +$252K | 5.96% | 7 |
|
|
2022
Q4 | $5.63M | Buy |
+68,205
| New | +$5.63M | 6.1% | 6 |
|
|
2022
Q2 | $5.63M | Buy |
61,793
+2,322
| +4% | +$212K | 6.38% | 5 |
|
|
2022
Q1 | $6.45M | Buy |
59,471
+5,070
| +9% | +$549K | 6.78% | 5 |
|
|
2021
Q4 | $6.31M | Buy |
+54,401
| New | +$6.31M | 6.46% | 5 |
|