CWMK
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Caliber Wealth Management (Kansas)’s Vanguard Real Estate ETF VNQ Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.17M Sell
13,145
-1,854
-12% -$165K 0.13% 134
2025
Q1 		$1.36M Buy
+14,999
New +$1.36M 0.19% 112