CMA
Cedar Mountain 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 | $124K | Buy |
1,396
+4
| +0.3% | +$356 | 0.03% | 69 |
|
|
2025
Q1 | $126K | Sell |
1,392
-9
| -0.6% | -$815 | 0.03% | 65 |
|
|
2024
Q4 | $125K | Sell |
1,401
-2,272
| -62% | -$202K | 0.03% | 65 |
|
|
2024
Q3 | $358K | Sell |
3,673
-514
| -12% | -$50.1K | 0.08% | 45 |
|
|
2024
Q2 | $351K | Hold |
4,187
| – | – | 0.09% | 37 |
|
|
2024
Q1 | $362K | Sell |
4,187
-6
| -0.1% | -$519 | 0.09% | 37 |
|
|
2023
Q4 | $370K | Buy |
4,193
+346
| +9% | +$30.6K | 0.1% | 33 |
|
|
2023
Q3 | $291K | Sell |
3,847
-245
| -6% | -$18.5K | 0.09% | 34 |
|
|
2023
Q2 | $342K | Sell |
4,092
-14
| -0.3% | -$1.17K | 0.1% | 33 |
|
|
2023
Q1 | $341K | Sell |
4,106
-1,427
| -26% | -$118K | 0.1% | 34 |
|
|
2022
Q4 | $456K | Buy |
5,533
+45
| +0.8% | +$3.71K | 0.14% | 29 |
|
|
2022
Q3 | $440K | Buy |
5,488
+34
| +0.6% | +$2.73K | 0.15% | 28 |
|
|
2022
Q2 | $497K | Hold |
5,454
| – | – | 0.17% | 27 |
|
|
2022
Q1 | $591K | Sell |
5,454
-385
| -7% | -$41.7K | 0.17% | 25 |
|
|
2021
Q4 | $677K | Sell |
5,839
-372
| -6% | -$43.1K | 0.21% | 22 |
|
|
2021
Q3 | $632K | Sell |
6,211
-2,026
| -25% | -$206K | 0.21% | 21 |
|
|
2021
Q2 | $838K | Sell |
8,237
-57,961
| -88% | -$5.9M | 0.28% | 19 |
|
|
2021
Q1 | $6.08M | Buy |
66,198
+2,225
| +3% | +$204K | 2.06% | 11 |
|
|
2020
Q4 | $5.43M | Sell |
63,973
-983
| -2% | -$83.5K | 1.94% | 11 |
|
|
2020
Q3 | $5.13M | Sell |
64,956
-3,041
| -4% | -$240K | 2.08% | 11 |
|
|
2020
Q2 | $5.34M | Sell |
67,997
-4,305
| -6% | -$338K | 2.31% | 11 |
|
|
2020
Q1 | $5.05M | Buy |
72,302
+6,577
| +10% | +$459K | 2.53% | 10 |
|
|
2019
Q4 | $6.1M | Buy |
+65,725
| New | +$6.1M | 2.46% | 9 |
|