BWA
BlueSky Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
63,229
-2,732
| -4% | -$243K | 0.82% | 24 |
|
|
2025
Q1 | $5.97M | Buy |
65,961
+6,305
| +11% | +$571K | 0.93% | 22 |
|
|
2024
Q4 | $5.31M | Buy |
59,656
+4,501
| +8% | +$401K | 0.83% | 26 |
|
|
2024
Q3 | $5.37M | Sell |
55,155
-1,881
| -3% | -$183K | 0.83% | 24 |
|
|
2024
Q2 | $4.78M | Buy |
+57,036
| New | +$4.78M | 0.8% | 26 |
|
|
2024
Q1 | – | Sell |
-54,607
| Closed | -$4.83M | – | 62 |
|
|
2023
Q4 | $4.83M | Buy |
54,607
+19,359
| +55% | +$1.71M | 0.9% | 22 |
|
|
2023
Q3 | $2.67M | Buy |
35,248
+164
| +0.5% | +$12.4K | 0.55% | 27 |
|
|
2023
Q2 | $2.93M | Sell |
35,084
-1,194
| -3% | -$99.8K | 0.59% | 27 |
|
|
2023
Q1 | $3.01M | Buy |
36,278
+403
| +1% | +$33.5K | 0.62% | 28 |
|
|
2022
Q4 | $2.96M | Sell |
35,875
-3,562
| -9% | -$294K | 0.65% | 26 |
|
|
2022
Q3 | $3.16M | Buy |
39,437
+1,816
| +5% | +$146K | 0.73% | 26 |
|
|
2022
Q2 | $3.43M | Buy |
37,621
+9,526
| +34% | +$868K | 0.76% | 26 |
|
|
2022
Q1 | $3.05M | Buy |
28,095
+2,326
| +9% | +$252K | 0.59% | 27 |
|
|
2021
Q4 | $2.99M | Sell |
25,769
-1,195
| -4% | -$139K | 0.55% | 24 |
|
|
2021
Q3 | $2.74M | Sell |
26,964
-178
| -0.7% | -$18.1K | 0.54% | 23 |
|
|
2021
Q2 | $2.85M | Sell |
27,142
-280
| -1% | -$29.4K | 0.56% | 23 |
|
|
2021
Q1 | $2.59M | Sell |
27,422
-527
| -2% | -$49.7K | 0.58% | 22 |
|
|
2020
Q4 | $2.37M | Buy |
27,949
+495
| +2% | +$42K | 0.57% | 23 |
|
|
2020
Q3 | $2.25M | Buy |
27,454
+11,919
| +77% | +$977K | 0.59% | 22 |
|
|
2020
Q2 | $1.22M | Buy |
15,535
+7,213
| +87% | +$566K | 0.35% | 26 |
|
|
2020
Q1 | $581K | Buy |
8,322
+512
| +7% | +$35.7K | 0.21% | 35 |
|
|
2019
Q4 | $715K | Sell |
7,810
-507
| -6% | -$46.4K | 0.23% | 40 |
|
|
2019
Q3 | $773K | Buy |
8,317
+1,300
| +19% | +$121K | 0.27% | 40 |
|
|
2019
Q2 | $613K | Sell |
7,017
-38
| -0.5% | -$3.32K | 0.22% | 40 |
|
|
2019
Q1 | $613K | Sell |
7,055
-109
| -2% | -$9.47K | 0.22% | 39 |
|
|
2018
Q4 | $567K | Buy |
7,164
+37
| +0.5% | +$2.93K | 0.22% | 41 |
|
|
2018
Q3 | $566K | Sell |
7,127
-150
| -2% | -$11.9K | 0.21% | 37 |
|
|
2018
Q2 | $593K | Sell |
7,277
-55
| -0.8% | -$4.48K | 0.23% | 35 |
|
|
2018
Q1 | $553K | Sell |
7,332
-693
| -9% | -$52.3K | 0.21% | 36 |
|
|
2017
Q4 | $666K | Sell |
8,025
-743
| -8% | -$61.7K | 0.28% | 35 |
|
|
2017
Q3 | $728K | Buy |
8,768
+1
| +0% | +$83 | 0.31% | 34 |
|
|
2017
Q2 | $730K | Sell |
8,767
-60
| -0.7% | -$5K | 0.34% | 33 |
|
|
2017
Q1 | $729K | Buy |
8,827
+47
| +0.5% | +$3.88K | 0.35% | 33 |
|
|
2016
Q4 | $725K | Buy |
+8,780
| New | +$725K | 0.36% | 34 |
|