MWM
MBE Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,241
| Closed | -$206K | – | 67 |
|
|
2021
Q1 | $206K | Buy |
+2,241
| New | +$206K | 0.11% | 57 |
|
|
2020
Q2 | – | Sell |
-3,261
| Closed | -$227K | – | 503 |
|
|
2020
Q1 | $227K | Buy |
3,261
+691
| +27% | +$48.1K | 0.22% | 31 |
|
|
2019
Q4 | $238K | Buy |
+2,570
| New | +$238K | 0.24% | 36 |
|