MGB Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Buy |
2,227
+2
| +0.1% | +$178 | 0.07% | 212 |
|
|
2025
Q1 | $201K | Hold |
2,225
| – | – | 0.07% | 205 |
|
|
2024
Q4 | $198K | Hold |
2,225
| – | – | 0.06% | 194 |
|
|
2024
Q3 | $217K | Buy |
2,225
+200
| +10% | +$19.5K | 0.08% | 173 |
|
|
2024
Q2 | $177K | Buy |
2,025
+100
| +5% | +$8.75K | 0.07% | 190 |
|
|
2024
Q1 | $166K | Buy |
1,925
+40
| +2% | +$3.46K | 0.07% | 190 |
|
|
2023
Q4 | $167K | Buy |
+1,885
| New | +$167K | 0.08% | 183 |
|