MFC
Morris Financial Concepts’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
2,541
-1,053
| -29% | -$93.8K | 0.09% | 123 |
|
|
2025
Q1 | $325K | Sell |
3,594
-156
| -4% | -$14.1K | 0.14% | 91 |
|
|
2024
Q4 | $334K | Sell |
3,750
-1,412
| -27% | -$126K | 0.14% | 85 |
|
|
2024
Q3 | $503K | Sell |
5,162
-133
| -3% | -$13K | 0.22% | 64 |
|
|
2024
Q2 | $444K | Buy |
5,295
+465
| +10% | +$38.9K | 0.21% | 63 |
|
|
2024
Q1 | $418K | Buy |
4,830
+17
| +0.4% | +$1.47K | 0.21% | 65 |
|
|
2023
Q4 | $425K | Sell |
4,813
-550
| -10% | -$48.6K | 0.24% | 56 |
|
|
2023
Q3 | $406K | Buy |
5,363
+759
| +16% | +$57.4K | 0.27% | 51 |
|
|
2023
Q2 | $385K | Buy |
4,604
+984
| +27% | +$82.2K | 0.25% | 55 |
|
|
2023
Q1 | $301K | Buy |
3,620
+150
| +4% | +$12.5K | 0.21% | 63 |
|
|
2022
Q4 | $286K | Sell |
3,470
-910
| -21% | -$75.1K | 0.23% | 65 |
|
|
2022
Q3 | $351K | Buy |
4,380
+227
| +5% | +$18.2K | 0.36% | 42 |
|
|
2022
Q2 | $378K | Sell |
4,153
-411
| -9% | -$37.4K | 0.36% | 45 |
|
|
2022
Q1 | $495K | Buy |
4,564
+834
| +22% | +$90.5K | 0.41% | 38 |
|
|
2021
Q4 | $433K | Buy |
+3,730
| New | +$433K | 0.36% | 39 |
|