BWIA
Bryant Woods Investment 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 | $479K | Buy |
5,379
+25
| +0.5% | +$2.23K | 0.21% | 37 |
|
|
2025
Q1 | $485K | Sell |
5,354
-358
| -6% | -$32.4K | 0.23% | 37 |
|
|
2024
Q4 | $509K | Sell |
5,712
-90
| -2% | -$8.02K | 0.25% | 35 |
|
|
2024
Q3 | $565K | Buy |
5,802
+188
| +3% | +$18.3K | 0.29% | 30 |
|
|
2024
Q2 | $425K | Sell |
5,614
-596
| -10% | -$45.1K | 0.31% | 30 |
|
|
2024
Q1 | $537K | Sell |
6,210
-2,252
| -27% | -$195K | 0.32% | 28 |
|
|
2023
Q4 | $748K | Buy |
8,462
+2,848
| +51% | +$252K | 0.48% | 23 |
|
|
2023
Q3 | $425K | Sell |
5,614
-2,755
| -33% | -$208K | 0.31% | 30 |
|
|
2023
Q2 | $699K | Sell |
8,369
-2,601
| -24% | -$217K | 0.5% | 24 |
|
|
2023
Q1 | $911K | Sell |
10,970
-4,692
| -30% | -$390K | 0.7% | 19 |
|
|
2022
Q4 | $1.29M | Buy |
15,662
+6,064
| +63% | +$500K | 1.1% | 13 |
|
|
2022
Q3 | $770K | Buy |
9,598
+1,878
| +24% | +$151K | 0.73% | 21 |
|
|
2022
Q2 | $701K | Buy |
7,720
+91
| +1% | +$8.26K | 0.66% | 19 |
|
|
2022
Q1 | $827K | Sell |
7,629
-666
| -8% | -$72.2K | 0.67% | 20 |
|
|
2021
Q4 | $962K | Buy |
+8,295
| New | +$962K | 0.75% | 17 |
|