MWP
Moller Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Buy |
216,341
+11,561
| +6% | +$1.03M | 4.25% | 9 |
|
|
2025
Q1 | $18.5M | Buy |
204,780
+12,753
| +7% | +$1.15M | 4.58% | 8 |
|
|
2024
Q4 | $17.1M | Sell |
192,027
-988
| -0.5% | -$88K | 4.5% | 8 |
|
|
2024
Q3 | $18.8M | Sell |
193,015
-7,004
| -4% | -$682K | 4.7% | 8 |
|
|
2024
Q2 | $16.8M | Buy |
200,019
+3,532
| +2% | +$296K | 4.47% | 8 |
|
|
2024
Q1 | $17M | Buy |
196,487
+1,300
| +0.7% | +$112K | 4.6% | 8 |
|
|
2023
Q4 | $17.2M | Buy |
195,187
+8,261
| +4% | +$730K | 4.86% | 7 |
|
|
2023
Q3 | $14.1M | Buy |
186,926
+168
| +0.1% | +$12.7K | 4.49% | 8 |
|
|
2023
Q2 | $15.6M | Sell |
186,758
-959
| -0.5% | -$80.1K | 4.77% | 7 |
|
|
2023
Q1 | $15.6M | Buy |
187,717
+517
| +0.3% | +$42.9K | 4.81% | 7 |
|
|
2022
Q4 | $15.4M | Buy |
187,200
+7,757
| +4% | +$640K | 4.96% | 6 |
|
|
2022
Q3 | $14.4M | Buy |
179,443
+1,018
| +0.6% | +$81.6K | 5.18% | 7 |
|
|
2022
Q2 | $16.3M | Buy |
178,425
+1,967
| +1% | +$179K | 5.51% | 7 |
|
|
2022
Q1 | $19.1M | Buy |
176,458
+2,564
| +1% | +$278K | 5.95% | 6 |
|
|
2021
Q4 | $20.2M | Sell |
173,894
-1,307
| -0.7% | -$152K | 6.44% | 6 |
|
|
2021
Q3 | $17.8M | Sell |
175,201
-3,545
| -2% | -$361K | 5.89% | 6 |
|
|
2021
Q2 | $18.2M | Sell |
178,746
-6,506
| -4% | -$662K | 5.98% | 6 |
|
|
2021
Q1 | $17M | Buy |
185,252
+22,592
| +14% | +$2.08M | 5.93% | 6 |
|
|
2020
Q4 | $13.8M | Sell |
162,660
-14,219
| -8% | -$1.21M | 5.71% | 6 |
|
|
2020
Q3 | $14M | Sell |
176,879
-14,988
| -8% | -$1.18M | 6.26% | 5 |
|
|
2020
Q2 | $15.1M | Sell |
191,867
-40,944
| -18% | -$3.22M | 6.59% | 4 |
|
|
2020
Q1 | $16.3M | Buy |
232,811
+679
| +0.3% | +$47.4K | 8.42% | 2 |
|
|
2019
Q4 | $21.5M | Buy |
232,132
+8,783
| +4% | +$815K | 9.54% | 1 |
|
|
2019
Q3 | $20.8M | Sell |
223,349
-11,208
| -5% | -$1.05M | 10.07% | 1 |
|
|
2019
Q2 | $20.5M | Sell |
234,557
-94,064
| -29% | -$8.22M | 10.51% | 1 |
|
|
2019
Q1 | $28.6M | Buy |
328,621
+156,547
| +91% | +$13.6M | 12.8% | 1 |
|
|
2018
Q4 | $13.3M | Sell |
172,074
-277,352
| -62% | -$21.5M | 8.7% | 3 |
|
|
2018
Q3 | $36.3M | Buy |
449,426
+270,274
| +151% | +$21.8M | 15.88% | 3 |
|
|
2018
Q2 | $14.6M | Buy |
179,152
+3,472
| +2% | +$283K | 5.67% | 8 |
|
|
2018
Q1 | $13.3M | Sell |
175,680
-32,709
| -16% | -$2.47M | 5.75% | 9 |
|
|
2017
Q4 | $17.3M | Buy |
208,389
+65,547
| +46% | +$5.44M | 6.58% | 6 |
|
|
2017
Q3 | $11.9M | Sell |
142,842
-42,151
| -23% | -$3.5M | 4.54% | 9 |
|
|
2017
Q2 | $15.4M | Buy |
184,993
+11,947
| +7% | +$994K | 6.48% | 8 |
|
|
2017
Q1 | $14.3M | Buy |
173,046
+51,000
| +42% | +$4.21M | 6.25% | 6 |
|
|
2016
Q4 | $10.1M | Sell |
122,046
-208,413
| -63% | -$17.2M | 4.97% | 9 |
|
|
2016
Q3 | $28.7M | Sell |
330,459
-1,097
| -0.3% | -$95.2K | 13.18% | 2 |
|
|
2016
Q2 | $29.4M | Buy |
331,556
+214,433
| +183% | +$19M | 14.39% | 1 |
|
|
2016
Q1 | $9.81M | Sell |
117,123
-223,776
| -66% | -$18.7M | 5.76% | 8 |
|
|
2015
Q4 | $27.2M | Buy |
340,899
+220,138
| +182% | +$17.6M | 14.98% | 1 |
|
|
2015
Q3 | $9.12M | Sell |
120,761
-70,269
| -37% | -$5.31M | 8.45% | 4 |
|
|
2015
Q2 | $14.3M | Sell |
191,030
-185,275
| -49% | -$13.8M | 6.48% | 7 |
|
|
2015
Q1 | $31.7M | Sell |
376,305
-12,714
| -3% | -$1.07M | 14.65% | 1 |
|
|
2014
Q4 | $31.5M | Sell |
389,019
-7,199
| -2% | -$583K | 15.58% | 1 |
|
|
2014
Q3 | $28.5M | Sell |
396,218
-219
| -0.1% | -$15.7K | 13.42% | 1 |
|
|
2014
Q2 | $29.7M | Buy |
396,437
+9,743
| +3% | +$729K | 13.48% | 1 |
|
|
2014
Q1 | $27.3M | Buy |
386,694
+178,746
| +86% | +$12.6M | 13.93% | 1 |
|
|
2013
Q4 | $13.4M | Buy |
207,948
+39,807
| +24% | +$2.57M | 7.21% | 7 |
|
|
2013
Q3 | $11.1M | Sell |
168,141
-37,673
| -18% | -$2.49M | 6.99% | 6 |
|
|
2013
Q2 | $14.1M | Buy |
+205,814
| New | +$14.1M | 10.33% | 2 |
|