Carson Wealth (CWM LLC)’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.8M | Buy |
155,424
+9,998
| +7% | +$917K | 0.04% | 444 |
|
|
2025
Q4 | $12.9M | Buy |
145,426
+61,633
| +74% | +$5.54M | 0.03% | 430 |
|
|
2025
Q3 | $7.66M | Buy |
83,793
+9,115
| +12% | +$827K | 0.02% | 558 |
|
|
2025
Q2 | $6.65M | Buy |
74,678
+7,577
| +11% | +$668K | 0.02% | 510 |
|
|
2025
Q1 | $6.08M | Buy |
67,101
+45,528
| +211% | +$4.13M | 0.02% | 467 |
|
|
2024
Q4 | $1.92M | Sell |
21,573
-168
| -0.8% | -$15.9K | 0.01% | 796 |
|
|
2024
Q3 | $2.12M | Sell |
21,741
-3,956
| -15% | -$364K | 0.01% | 680 |
|
|
2024
Q2 | $2.15M | Sell |
25,697
-1,318
| -5% | -$109K | 0.01% | 627 |
|
|
2024
Q1 | $2.34M | Sell |
27,015
-3,134
| -10% | -$268K | 0.01% | 586 |
|
|
2023
Q4 | $2.66M | Buy |
30,149
+8,813
| +41% | +$698K | 0.01% | 526 |
|
|
2023
Q3 | $1.61M | Buy |
21,336
+60
| +0.3% | +$4.95K | 0.01% | 599 |
|
|
2023
Q2 | $1.78M | Sell |
21,276
-2,038
| -9% | -$167K | 0.01% | 546 |
|
|
2023
Q1 | $1.94M | Sell |
23,314
-36,205
| -61% | -$3.11M | 0.01% | 484 |
|
|
2022
Q4 | $4.91M | Sell |
59,519
-6,023
| -9% | -$499K | 0.04% | 303 |
|
|
2022
Q3 | $5.25M | Sell |
65,542
-21,445
| -25% | -$2.01M | 0.04% | 272 |
|
|
2022
Q2 | $7.92M | Buy |
86,987
+5,670
| +7% | +$565K | 0.06% | 230 |
|
|
2022
Q1 | $8.81M | Buy |
81,317
+32,120
| +65% | +$3.4M | 0.06% | 221 |
|
|
2021
Q4 | $5.71M | Buy |
+49,197
| New | +$5.37M | 0.04% | 283 |
|
|
2021
Q2 | $2.68M | Hold |
26,335
| – | – | 0.02% | 365 |
|
|
2021
Q1 | $2.68M | Hold |
26,335
| – | – | 0.02% | 365 |
|
|
2020
Q4 | $2.68M | Hold |
26,335
| – | – | 0.02% | 365 |
|
|
2020
Q3 | $2.68M | Hold |
26,335
| – | – | 0.02% | 365 |
|
|
2020
Q2 | $2.68M | Hold |
26,335
| – | – | 0.02% | 365 |
|
|
2020
Q1 | $2.68M | Hold |
26,335
| – | – | 0.02% | 365 |
|
|
2019
Q4 | $2.68M | Hold |
26,335
| – | – | 0.02% | 365 |
|
|
2019
Q3 | $2.68M | Hold |
26,335
| – | – | 0.02% | 365 |
|
|
2019
Q2 | $2.68M | Hold |
26,335
| – | – | 0.02% | 365 |
|
|
2019
Q1 | $2.68M | Buy |
26,335
+7,153
| +37% | +$591K | 0.02% | 365 |
|
|
2018
Q4 | $1.43M | Buy |
19,182
+2,629
| +16% | +$207K | 0.04% | 323 |
|
|
2018
Q3 | $1.33M | Sell |
16,553
-6,561
| -28% | -$540K | 0.03% | 290 |
|
|
2018
Q2 | $1.88M | Buy |
23,114
+15,482
| +203% | +$1.2M | 0.06% | 221 |
|
|
2018
Q1 | $576K | Buy |
7,632
+993
| +15% | +$76K | 0.02% | 271 |
|
|
2017
Q4 | $551K | Sell |
6,639
-82
| -1% | -$6.87K | 0.02% | 262 |
|
|
2017
Q3 | $558K | Sell |
6,721
-152
| -2% | -$12.7K | 0.03% | 240 |
|
|
2017
Q2 | $572K | Sell |
6,873
-2,839
| -29% | -$237K | 0.03% | 232 |
|
|
2017
Q1 | $802K | Buy |
9,712
+2,234
| +30% | +$185K | 0.05% | 198 |
|
|
2016
Q4 | $617K | Sell |
7,478
-673
| -8% | -$54.8K | 0.04% | 201 |
|
|
2016
Q3 | $707K | Buy |
8,151
+817
| +11% | +$72.9K | 0.05% | 189 |
|
|
2016
Q2 | $650K | Hold |
7,334
| – | – | 0.05% | 189 |
|
|
2016
Q1 | $615K | Buy |
7,334
+7,307
| +27,063% | +$569K | 0.05% | 181 |
|
|
2015
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 609 |
|
|
2015
Q3 | $2K | Buy |
+27
| New | +$2.07K | ﹤0.01% | 586 |
|
|
2013
Q4 | – | Sell |
-260
| Closed | -$17K | – | 653 |
|
|
2013
Q3 | $17K | Buy |
+260
| New | +$17.7K | ﹤0.01% | 285 |
|
Other funds holding VNQ
