Morling Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $105K | Sell |
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|
2024
Q4 | $105K | Sell |
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|
2024
Q3 | $129K | Buy |
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|
2024
Q2 | $96.1K | Hold |
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|
2024
Q1 | $99.3K | Buy |
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|
2023
Q4 | $101K | Buy |
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|
2023
Q3 | $84.3K | Buy |
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|
2023
Q2 | $92K | Buy |
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|
2023
Q1 | $12.4K | Buy |
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|
2022
Q4 | $82 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Buy |
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