BWG
Balanced Wealth Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Sell |
54,733
-5,260
| -9% | -$469K | 2.12% | 13 |
|
|
2025
Q1 | $5.43M | Sell |
59,993
-579
| -1% | -$52.4K | 2.63% | 11 |
|
|
2024
Q4 | $5.37M | Sell |
60,572
-51,461
| -46% | -$4.56M | 2.41% | 11 |
|
|
2024
Q3 | $10.8M | Sell |
112,033
-161,493
| -59% | -$15.5M | 4.77% | 5 |
|
|
2024
Q2 | $12.1M | Buy |
273,526
+14,180
| +5% | +$626K | 5.49% | 5 |
|
|
2024
Q1 | $10.9M | Buy |
259,346
+175,055
| +208% | +$7.37M | 4.87% | 5 |
|
|
2023
Q4 | $7.45M | Buy |
+84,291
| New | +$7.45M | 3.87% | 6 |
|