MRWM
ML&R Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $965K | Sell |
11,160
-8,768
| -44% | -$758K | 0.22% | 27 |
|
|
2023
Q4 | $1.76M | Buy |
19,928
+1,870
| +10% | +$165K | 0.4% | 22 |
|
|
2023
Q3 | $1.37M | Buy |
18,058
+1,760
| +11% | +$133K | 0.36% | 22 |
|
|
2023
Q2 | $1.36M | Buy |
16,298
+137
| +0.8% | +$11.4K | 0.3% | 40 |
|
|
2023
Q1 | $1.34M | Buy |
16,161
+366
| +2% | +$30.4K | 0.36% | 24 |
|
|
2022
Q4 | $1.3M | Buy |
15,795
+2,448
| +18% | +$202K | 0.39% | 23 |
|
|
2022
Q3 | $1.07M | Sell |
13,347
-2,297
| -15% | -$184K | 0.36% | 23 |
|
|
2022
Q2 | $1.43M | Buy |
15,644
+6,537
| +72% | +$595K | 0.64% | 14 |
|
|
2022
Q1 | $987K | Buy |
9,107
+217
| +2% | +$23.5K | 0.36% | 16 |
|
|
2021
Q4 | $1.03M | Buy |
+8,890
| New | +$1.03M | 0.38% | 14 |
|