MWM
McNaughton Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
4,239
-543
| -11% | -$48.4K | 0.17% | 63 |
|
|
2025
Q1 | $433K | Buy |
4,782
+131
| +3% | +$11.9K | 0.21% | 62 |
|
|
2024
Q4 | $414K | Buy |
4,651
+40
| +0.9% | +$3.56K | 0.2% | 49 |
|
|
2024
Q3 | $449K | Sell |
4,611
-133
| -3% | -$13K | 0.22% | 48 |
|
|
2024
Q2 | $397K | Sell |
4,744
-92
| -2% | -$7.71K | 0.21% | 47 |
|
|
2024
Q1 | $418K | Sell |
4,836
-619
| -11% | -$53.5K | 0.23% | 45 |
|
|
2023
Q4 | $482K | Buy |
5,455
+52
| +1% | +$4.6K | 0.29% | 45 |
|
|
2023
Q3 | $409K | Buy |
5,403
+67
| +1% | +$5.07K | 0.27% | 46 |
|
|
2023
Q2 | $446K | Buy |
5,336
+704
| +15% | +$58.8K | 0.29% | 51 |
|
|
2023
Q1 | $385K | Hold |
4,632
| – | – | 0.26% | 45 |
|
|
2022
Q4 | $382K | Buy |
+4,632
| New | +$382K | 0.26% | 44 |
|
|
2020
Q3 | – | Sell |
-2,674
| Closed | -$210K | – | 50 |
|
|
2020
Q2 | $210K | Sell |
2,674
-2,132
| -44% | -$167K | 0.19% | 46 |
|
|
2020
Q1 | $336K | Sell |
4,806
-2,524
| -34% | -$176K | 0.36% | 36 |
|
|
2019
Q4 | $681K | Buy |
+7,330
| New | +$681K | 0.63% | 33 |
|