MGO Private Wealth’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 | $1.01M | Buy |
11,309
+1,498
| +15% | +$133K | 0.64% | 33 |
|
|
2025
Q1 | $888K | Buy |
9,811
+810
| +9% | +$73.3K | 0.63% | 32 |
|
|
2024
Q4 | $802K | Buy |
9,001
+1,431
| +19% | +$127K | 0.57% | 33 |
|
|
2024
Q3 | $737K | Buy |
7,570
+3,002
| +66% | +$292K | 0.52% | 31 |
|
|
2024
Q2 | $383K | Sell |
4,568
-88
| -2% | -$7.37K | 0.24% | 54 |
|
|
2024
Q1 | $403K | Buy |
4,656
+19
| +0.4% | +$1.64K | 0.25% | 54 |
|
|
2023
Q4 | $410K | Buy |
4,637
+65
| +1% | +$5.74K | 0.28% | 48 |
|
|
2023
Q3 | $346K | Buy |
4,572
+324
| +8% | +$24.5K | 0.26% | 51 |
|
|
2023
Q2 | $355K | Buy |
+4,248
| New | +$355K | 0.27% | 51 |
|