MPCL
My Personal CFO LLC’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
33,953
+3,127
| +10% | +$278K | 1.37% | 17 |
|
|
2025
Q1 | $2.79M | Buy |
30,826
+102
| +0.3% | +$9.24K | 1.41% | 18 |
|
|
2024
Q4 | $2.74M | Buy |
30,724
+643
| +2% | +$57.3K | 1.4% | 19 |
|
|
2024
Q3 | $2.93M | Sell |
30,081
-2,202
| -7% | -$215K | 1.61% | 15 |
|
|
2024
Q2 | $2.7M | Buy |
32,283
+2,183
| +7% | +$183K | 1.44% | 17 |
|
|
2024
Q1 | $2.6M | Buy |
30,100
+1,082
| +4% | +$93.6K | 1.5% | 15 |
|
|
2023
Q4 | $2.56M | Buy |
29,018
+6,175
| +27% | +$546K | 1.67% | 13 |
|
|
2023
Q3 | $1.73M | Sell |
22,843
-106
| -0.5% | -$8.02K | 1.4% | 21 |
|
|
2023
Q2 | $1.92M | Sell |
22,949
-1,863
| -8% | -$156K | 1.51% | 18 |
|
|
2023
Q1 | $2.06M | Buy |
24,812
+15,078
| +155% | +$1.25M | 1.76% | 15 |
|
|
2022
Q4 | $1.6M | Buy |
9,734
+750
| +8% | +$123K | 1.47% | 14 |
|
|
2022
Q3 | $1.59M | Sell |
8,984
-9,747
| -52% | -$1.73M | 2.42% | 11 |
|
|
2022
Q2 | $1.71M | Buy |
18,731
+1,212
| +7% | +$110K | 2.19% | 12 |
|
|
2022
Q1 | $1.9M | Sell |
17,519
-541
| -3% | -$58.6K | 1.97% | 14 |
|
|
2021
Q4 | $2.1M | Buy |
+18,060
| New | +$2.1M | 1.83% | 12 |
|