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Monument Group Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Monument Group Wealth Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,083
Closed -$353K – 50
2024
Q1 		$353K Hold
4,083
– – 0.26% 27
2023
Q4 		$361K Buy
+4,083
New +$361K 0.31% 27