MWA
Martel Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
11,552
+15
| +0.1% | +$1.34K | 0.19% | 29 |
|
|
2025
Q1 | $1.04M | Sell |
11,537
-259
| -2% | -$23.5K | 0.21% | 29 |
|
|
2024
Q4 | $1.05M | Sell |
11,796
-570
| -5% | -$50.8K | 0.21% | 31 |
|
|
2024
Q3 | $1.18M | Buy |
12,366
+42
| +0.3% | +$4K | 0.24% | 28 |
|
|
2024
Q2 | $1.03M | Sell |
12,324
-159
| -1% | -$13.3K | 0.22% | 28 |
|
|
2024
Q1 | $1.08M | Buy |
12,483
+876
| +8% | +$75.8K | 0.23% | 28 |
|
|
2023
Q4 | $1.03M | Sell |
11,607
-92
| -0.8% | -$8.13K | 0.23% | 28 |
|
|
2023
Q3 | $885K | Buy |
11,699
+923
| +9% | +$69.8K | 0.22% | 29 |
|
|
2023
Q2 | $900K | Buy |
10,776
+476
| +5% | +$39.8K | 0.22% | 28 |
|
|
2023
Q1 | $855K | Buy |
10,300
+223
| +2% | +$18.5K | 0.22% | 28 |
|
|
2022
Q4 | $831K | Buy |
10,077
+40
| +0.4% | +$3.3K | 0.23% | 28 |
|
|
2022
Q3 | $805K | Buy |
10,037
+475
| +5% | +$38.1K | 0.23% | 32 |
|
|
2022
Q2 | $871K | Sell |
9,562
-149
| -2% | -$13.6K | 0.24% | 30 |
|
|
2022
Q1 | $1.05M | Buy |
9,711
+48
| +0.5% | +$5.2K | 0.26% | 27 |
|
|
2021
Q4 | $1.12M | Sell |
9,663
-69
| -0.7% | -$8K | 0.27% | 26 |
|
|
2021
Q3 | $991K | Buy |
9,732
+771
| +9% | +$78.5K | 0.25% | 25 |
|
|
2021
Q2 | $912K | Sell |
8,961
-113
| -1% | -$11.5K | 0.23% | 26 |
|
|
2021
Q1 | $834K | Buy |
9,074
+396
| +5% | +$36.4K | 0.23% | 24 |
|
|
2020
Q4 | $737K | Buy |
8,678
+173
| +2% | +$14.7K | 0.21% | 26 |
|
|
2020
Q3 | $672K | Buy |
8,505
+20
| +0.2% | +$1.58K | 0.22% | 25 |
|
|
2020
Q2 | $666K | Buy |
8,485
+55
| +0.7% | +$4.32K | 0.23% | 25 |
|
|
2020
Q1 | $589K | Buy |
8,430
+1,002
| +13% | +$70K | 0.23% | 24 |
|
|
2019
Q4 | $689K | Sell |
7,428
-38
| -0.5% | -$3.53K | 0.24% | 24 |
|
|
2019
Q3 | $696K | Sell |
7,466
-4
| -0.1% | -$373 | 0.25% | 22 |
|
|
2019
Q2 | $653K | Sell |
7,470
-4
| -0.1% | -$350 | 0.24% | 22 |
|
|
2019
Q1 | $650K | Sell |
7,474
-105
| -1% | -$9.13K | 0.24% | 23 |
|
|
2018
Q4 | $565K | Sell |
7,579
-41
| -0.5% | -$3.06K | 0.23% | 24 |
|
|
2018
Q3 | $615K | Buy |
+7,620
| New | +$615K | 0.23% | 26 |
|