BWM
BKM 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 | $1.69M | Buy |
18,973
+78
| +0.4% | +$6.95K | 0.66% | 49 |
|
|
2025
Q1 | $1.71M | Buy |
18,895
+547
| +3% | +$49.5K | 0.7% | 46 |
|
|
2024
Q4 | $1.63M | Hold |
18,348
| – | – | 0.67% | 45 |
|
|
2024
Q3 | $1.79M | Sell |
18,348
-78
| -0.4% | -$7.6K | 0.73% | 36 |
|
|
2024
Q2 | $1.54M | Buy |
18,426
+1,773
| +11% | +$149K | 0.74% | 42 |
|
|
2024
Q1 | $1.44M | Buy |
16,653
+1,707
| +11% | +$148K | 0.62% | 46 |
|
|
2023
Q4 | $1.32M | Buy |
+14,946
| New | +$1.32M | 0.56% | 49 |
|