MWM
Melfa 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 | $253K | Buy |
2,838
+13
| +0.5% | +$1.16K | 0.16% | 144 |
|
|
2025
Q1 | $256K | Buy |
2,825
+86
| +3% | +$7.79K | 0.17% | 137 |
|
|
2024
Q4 | $244K | Buy |
2,739
+86
| +3% | +$7.66K | 0.16% | 140 |
|
|
2024
Q3 | $258K | Sell |
2,653
-88
| -3% | -$8.57K | 0.17% | 136 |
|
|
2024
Q2 | $230K | Sell |
2,741
-8
| -0.3% | -$670 | 0.16% | 141 |
|
|
2024
Q1 | $238K | Buy |
+2,749
| New | +$238K | 0.17% | 135 |
|