MW
MBL Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
54,569
+2,033
| +4% | +$181K | 0.46% | 49 |
|
|
2025
Q1 | $4.76M | Buy |
52,536
+1,902
| +4% | +$172K | 0.48% | 44 |
|
|
2024
Q4 | $4.51M | Buy |
50,634
+2,670
| +6% | +$238K | 0.45% | 45 |
|
|
2024
Q3 | $4.67M | Buy |
47,964
+2,083
| +5% | +$203K | 0.5% | 43 |
|
|
2024
Q2 | $3.84M | Buy |
45,881
+15,630
| +52% | +$1.31M | 0.43% | 50 |
|
|
2024
Q1 | $2.62M | Buy |
30,251
+27,206
| +893% | +$2.35M | 0.3% | 52 |
|
|
2023
Q4 | $269K | Buy |
+3,045
| New | +$269K | 0.03% | 148 |
|
|
2023
Q1 | – | Sell |
-19,634
| Closed | -$1.62M | – | 181 |
|
|
2022
Q4 | $1.62M | Sell |
19,634
-2,512
| -11% | -$207K | 0.31% | 50 |
|
|
2022
Q3 | $1.78M | Sell |
22,146
-675
| -3% | -$54.1K | 0.38% | 48 |
|
|
2022
Q2 | $2.08M | Buy |
22,821
+4,735
| +26% | +$431K | 0.52% | 43 |
|
|
2022
Q1 | $1.96M | Buy |
+18,086
| New | +$1.96M | 0.48% | 42 |
|
|
2021
Q3 | $1.54M | Buy |
+15,092
| New | +$1.54M | 0.53% | 42 |
|
|
2021
Q1 | $418K | Buy |
+4,550
| New | +$418K | 0.15% | 97 |
|