CTWM
Cherry Tree Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Sell |
50,156
-883
| -2% | -$78.6K | 1.04% | 30 |
|
|
2025
Q1 | $4.62M | Buy |
51,039
+1,037
| +2% | +$93.9K | 1.11% | 27 |
|
|
2024
Q4 | $4.45M | Sell |
50,002
-556
| -1% | -$49.5K | 1.1% | 28 |
|
|
2024
Q3 | $4.93M | Sell |
50,558
-484
| -0.9% | -$47.2K | 1.17% | 26 |
|
|
2024
Q2 | $4.28M | Sell |
51,042
-281
| -0.5% | -$23.5K | 1.07% | 26 |
|
|
2024
Q1 | $4.44M | Buy |
51,323
+1,103
| +2% | +$95.4K | 1.12% | 26 |
|
|
2023
Q4 | $4.44M | Sell |
50,220
-517
| -1% | -$45.7K | 1.19% | 26 |
|
|
2023
Q3 | $3.84M | Buy |
50,737
+1,794
| +4% | +$136K | 1.13% | 26 |
|
|
2023
Q2 | $4.09M | Buy |
+48,943
| New | +$4.09M | 1.19% | 26 |
|