MCM
MontVue Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $440K | Sell |
4,939
-64
| -1% | -$5.7K | 0.31% | 42 |
|
2025
Q1 | $453K | Sell |
5,003
-66
| -1% | -$5.98K | 0.36% | 40 |
|
2024
Q4 | $452K | Hold |
5,069
| – | – | 0.34% | 38 |
|
2024
Q3 | $494K | Sell |
5,069
-77
| -1% | -$7.5K | 0.38% | 36 |
|
2024
Q2 | $431K | Buy |
5,146
+966
| +23% | +$80.9K | 0.34% | 40 |
|
2024
Q1 | $361K | Buy |
4,180
+1,088
| +35% | +$94.1K | 0.32% | 37 |
|
2023
Q4 | $273K | Buy |
+3,092
| New | +$273K | 0.26% | 41 |
|