MWA
Monograph Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
49,843
+7,547
| +18% | +$672K | 0.55% | 26 |
|
|
2025
Q1 | $3.83M | Buy |
42,296
+2,137
| +5% | +$193K | 0.52% | 25 |
|
|
2024
Q4 | $3.58M | Sell |
40,159
-368
| -0.9% | -$32.8K | 0.47% | 28 |
|
|
2024
Q3 | $3.98M | Buy |
40,527
+622
| +2% | +$61.1K | 0.52% | 24 |
|
|
2024
Q2 | $3.38M | Sell |
39,905
-8,294
| -17% | -$703K | 0.49% | 24 |
|
|
2024
Q1 | $4.17M | Buy |
48,199
+6,635
| +16% | +$574K | 0.61% | 23 |
|
|
2023
Q4 | $3.67M | Buy |
41,564
+6,184
| +17% | +$546K | 0.66% | 20 |
|
|
2023
Q3 | $2.7M | Buy |
35,380
+2,134
| +6% | +$163K | 0.53% | 23 |
|
|
2023
Q2 | $2.81M | Buy |
33,246
+2,010
| +6% | +$170K | 0.6% | 19 |
|
|
2023
Q1 | $2.59M | Buy |
31,236
+83
| +0.3% | +$6.89K | 0.61% | 16 |
|
|
2022
Q4 | $2.57M | Buy |
31,153
+137
| +0.4% | +$11.3K | 0.68% | 14 |
|
|
2022
Q3 | $2.49M | Sell |
31,016
-3,640
| -11% | -$292K | 0.82% | 13 |
|
|
2022
Q2 | $3.16M | Buy |
34,656
+3,656
| +12% | +$333K | 0.92% | 12 |
|
|
2022
Q1 | $3.36M | Buy |
31,000
+216
| +0.7% | +$23.4K | 0.85% | 14 |
|
|
2021
Q4 | $3.57M | Buy |
+30,784
| New | +$3.57M | 0.9% | 14 |
|