CTWM
Cherry Tree Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
6,526
-118
| -2% | -$5.45K | 0.07% | 129 |
|
|
2025
Q1 | $269K | Sell |
6,644
-37
| -0.6% | -$1.5K | 0.06% | 137 |
|
|
2024
Q4 | $264K | Sell |
6,681
-628
| -9% | -$24.8K | 0.07% | 143 |
|
|
2024
Q3 | $343K | Sell |
7,309
-905
| -11% | -$42.5K | 0.08% | 126 |
|
|
2024
Q2 | $333K | Sell |
8,214
-353
| -4% | -$14.3K | 0.08% | 119 |
|
|
2024
Q1 | $361K | Sell |
8,567
-1,377
| -14% | -$58K | 0.09% | 112 |
|
|
2023
Q4 | $424K | Sell |
9,944
-2,731
| -22% | -$116K | 0.11% | 97 |
|
|
2023
Q3 | $493K | Sell |
12,675
-818
| -6% | -$31.8K | 0.14% | 80 |
|
|
2023
Q2 | $542K | Buy |
+13,493
| New | +$542K | 0.16% | 78 |
|