Morling Financial Advisors’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 | – | Sell |
-1,162
| Closed | -$105K | – | 125 |
|
|
2025
Q1 | $105K | Sell |
1,162
-20
| -2% | -$1.81K | 0.04% | 90 |
|
|
2024
Q4 | $105K | Sell |
1,182
-142
| -11% | -$12.6K | 0.04% | 82 |
|
|
2024
Q3 | $129K | Buy |
1,324
+176
| +15% | +$17.1K | 0.05% | 74 |
|
|
2024
Q2 | $96.1K | Hold |
1,148
| – | – | 0.04% | 70 |
|
|
2024
Q1 | $99.3K | Buy |
1,148
+10
| +0.9% | +$865 | 0.06% | 77 |
|
|
2023
Q4 | $101K | Buy |
1,138
+24
| +2% | +$2.12K | 0.08% | 63 |
|
|
2023
Q3 | $84.3K | Buy |
1,114
+12
| +1% | +$908 | 0.08% | 58 |
|
|
2023
Q2 | $92K | Buy |
1,102
+953
| +640% | +$79.6K | 0.09% | 58 |
|
|
2023
Q1 | $12.4K | Buy |
149
+148
| +14,800% | +$12.3K | 0.01% | 78 |
|
|
2022
Q4 | $82 | Hold |
1
| – | – | ﹤0.01% | 73 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 76 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 87 |
|