CWM

CarsonAllaria Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-117	Closed	-$11.4K	–	395
2024 Q3	$11.4K	Buy	+117	New	+$11.4K	0.01%	251
2023 Q4	–	Sell	-478	Closed	-$36.2K	–	384
2023 Q3	$36.2K	Buy	+478	New	+$36.2K	0.03%	126