MorganRosel Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
2,847
+33
| +1% | +$2.94K | 0.07% | 99 |
|
|
2025
Q1 | $255K | Buy |
2,814
+79
| +3% | +$7.15K | 0.08% | 95 |
|
|
2024
Q4 | $244K | Buy |
2,735
+31
| +1% | +$2.76K | 0.08% | 101 |
|
|
2024
Q3 | $263K | Sell |
2,704
-28
| -1% | -$2.73K | 0.09% | 95 |
|
|
2024
Q2 | $229K | Buy |
2,732
+40
| +1% | +$3.35K | 0.08% | 96 |
|
|
2024
Q1 | $233K | Sell |
2,692
-173
| -6% | -$15K | 0.08% | 97 |
|
|
2023
Q4 | $253K | Buy |
2,865
+149
| +5% | +$13.2K | 0.1% | 89 |
|
|
2023
Q3 | $205K | Buy |
2,716
+252
| +10% | +$19.1K | 0.09% | 94 |
|
|
2023
Q2 | $206K | Buy |
+2,464
| New | +$206K | 0.08% | 92 |
|