MWM
Moran Wealth 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 | $5.86M | Buy |
+65,801
| New | +$5.86M | 0.18% | 156 |
|
|
2024
Q4 | – | Sell |
-16,336
| Closed | -$1.59M | – | 459 |
|
|
2024
Q3 | $1.59M | Sell |
16,336
-963
| -6% | -$93.8K | 0.05% | 274 |
|
|
2024
Q2 | $1.45M | Buy |
17,299
+448
| +3% | +$37.5K | 0.05% | 265 |
|
|
2024
Q1 | $1.46M | Buy |
16,851
+14,245
| +547% | +$1.23M | 0.05% | 272 |
|
|
2023
Q4 | $230K | Sell |
2,606
-16,150
| -86% | -$1.43M | 0.01% | 388 |
|
|
2023
Q3 | $1.42M | Sell |
18,756
-35,560
| -65% | -$2.69M | 0.05% | 236 |
|
|
2023
Q2 | $4.54M | Buy |
54,316
+3,712
| +7% | +$310K | 0.17% | 166 |
|
|
2023
Q1 | $4.2M | Buy |
+50,604
| New | +$4.2M | 0.16% | 170 |
|