CWA
Cascade 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 | – | Sell |
-2,500
| Closed | -$214K | – | 60 |
|
|
2025
Q1 | $214K | Sell |
2,500
-1,690
| -40% | -$145K | 0.15% | 41 |
|
|
2024
Q4 | $373K | Sell |
4,190
-488
| -10% | -$43.5K | 0.25% | 36 |
|
|
2024
Q3 | $456K | Sell |
4,678
-262
| -5% | -$25.5K | 0.33% | 35 |
|
|
2024
Q2 | $435K | Sell |
4,940
-6,211
| -56% | -$547K | 0.32% | 35 |
|
|
2024
Q1 | $911K | Buy |
+11,151
| New | +$911K | 0.77% | 29 |
|