CWA
CJM Wealth Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
6,239
-224
| -3% | -$20K | 0.18% | 39 |
|
|
2025
Q1 | $585K | Buy |
6,463
+112
| +2% | +$10.1K | 0.21% | 35 |
|
|
2024
Q4 | $566K | Buy |
6,351
+548
| +9% | +$48.8K | 0.19% | 34 |
|
|
2024
Q3 | $565K | Sell |
5,803
-1,556
| -21% | -$152K | 0.19% | 37 |
|
|
2024
Q2 | $611K | Sell |
7,359
-352
| -5% | -$29.2K | 0.22% | 32 |
|
|
2024
Q1 | $667K | Sell |
7,711
-153
| -2% | -$13.2K | 0.25% | 31 |
|
|
2023
Q4 | $695K | Sell |
7,864
-7,827
| -50% | -$692K | 0.31% | 28 |
|
|
2023
Q3 | $1.19M | Sell |
15,691
-1,186
| -7% | -$89.7K | 0.58% | 21 |
|
|
2023
Q2 | $1.41M | Sell |
16,877
-2,847
| -14% | -$238K | 0.72% | 20 |
|
|
2023
Q1 | $1.64M | Buy |
19,724
+964
| +5% | +$80.1K | 0.93% | 15 |
|
|
2022
Q4 | $1.55M | Buy |
18,760
+2,917
| +18% | +$241K | 0.95% | 16 |
|
|
2022
Q3 | $1.27M | Sell |
15,843
-542
| -3% | -$43.5K | 0.9% | 16 |
|
|
2022
Q2 | $1.49M | Buy |
16,385
+471
| +3% | +$42.9K | 1.04% | 14 |
|
|
2022
Q1 | $1.72M | Buy |
15,914
+4,489
| +39% | +$486K | 1.18% | 11 |
|
|
2021
Q4 | $1.33M | Buy |
+11,425
| New | +$1.33M | 0.94% | 17 |
|