Moller Wealth Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Buy |
424,160
+20,334
| +5% | +$938K | 4.32% | 8 |
|
|
2025
Q1 | $16.3M | Buy |
403,826
+33,302
| +9% | +$1.35M | 4.04% | 10 |
|
|
2024
Q4 | $14.7M | Sell |
370,524
-549
| -0.1% | -$21.7K | 3.86% | 10 |
|
|
2024
Q3 | $17.4M | Sell |
371,073
-2,026
| -0.5% | -$95K | 4.35% | 9 |
|
|
2024
Q2 | $15.1M | Buy |
373,099
+17,957
| +5% | +$729K | 4.04% | 9 |
|
|
2024
Q1 | $15M | Buy |
355,142
+6,522
| +2% | +$275K | 4.05% | 9 |
|
|
2023
Q4 | $14.8M | Buy |
348,620
+14,642
| +4% | +$624K | 4.19% | 9 |
|
|
2023
Q3 | $13M | Buy |
333,978
+8,064
| +2% | +$314K | 4.13% | 9 |
|
|
2023
Q2 | $13.1M | Buy |
325,914
+8,305
| +3% | +$334K | 4% | 9 |
|
|
2023
Q1 | $12.9M | Buy |
317,609
+18,129
| +6% | +$735K | 3.97% | 10 |
|
|
2022
Q4 | $12.4M | Buy |
299,480
+51,460
| +21% | +$2.13M | 3.98% | 10 |
|
|
2022
Q3 | $9.46M | Buy |
248,020
+23,260
| +10% | +$888K | 3.41% | 11 |
|
|
2022
Q2 | $9.95M | Buy |
224,760
+16,106
| +8% | +$713K | 3.37% | 11 |
|
|
2022
Q1 | $10.8M | Buy |
208,654
+13,919
| +7% | +$723K | 3.37% | 11 |
|
|
2021
Q4 | $10.5M | Buy |
194,735
+7,477
| +4% | +$403K | 3.35% | 11 |
|
|
2021
Q3 | $10.5M | Buy |
187,258
+3,580
| +2% | +$202K | 3.49% | 11 |
|
|
2021
Q2 | $10.7M | Buy |
183,678
+4,767
| +3% | +$278K | 3.52% | 11 |
|
|
2021
Q1 | $9.98M | Buy |
178,911
+51,852
| +41% | +$2.89M | 3.48% | 12 |
|
|
2020
Q4 | $6.9M | Buy |
127,059
+23,276
| +22% | +$1.26M | 2.85% | 15 |
|
|
2020
Q3 | $5.05M | Sell |
103,783
-12,272
| -11% | -$597K | 2.26% | 16 |
|
|
2020
Q2 | $5.42M | Buy |
116,055
+50,076
| +76% | +$2.34M | 2.37% | 16 |
|
|
2020
Q1 | $2.83M | Buy |
+65,979
| New | +$2.83M | 1.47% | 17 |
|