Axxcess Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
14,113
-2,959
| -17% | -$264K | 0.03% | 374 |
|
|
2025
Q1 | $1.55M | Sell |
17,072
-2,188
| -11% | -$198K | 0.04% | 302 |
|
|
2024
Q4 | $1.72M | Buy |
19,260
+813
| +4% | +$72.4K | 0.04% | 307 |
|
|
2024
Q3 | $1.8M | Sell |
18,447
-1,824
| -9% | -$178K | 0.04% | 287 |
|
|
2024
Q2 | $1.7M | Sell |
20,271
-2,977
| -13% | -$249K | 0.04% | 280 |
|
|
2024
Q1 | $2.01M | Sell |
23,248
-2,485
| -10% | -$215K | 0.06% | 246 |
|
|
2023
Q4 | $2.27M | Buy |
25,733
+8,695
| +51% | +$768K | 0.07% | 228 |
|
|
2023
Q3 | $1.29M | Buy |
+17,038
| New | +$1.29M | 0.04% | 271 |
|
|
2022
Q3 | – | Sell |
-2,679
| Closed | -$244K | – | 612 |
|
|
2022
Q2 | $244K | Sell |
2,679
-4,900
| -65% | -$446K | 0.02% | 444 |
|
|
2022
Q1 | $821K | Sell |
7,579
-34
| -0.4% | -$3.68K | 0.06% | 251 |
|
|
2021
Q4 | $883K | Buy |
+7,613
| New | +$883K | 0.06% | 235 |
|