CWM
Collaborative Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,987
| Closed | -$331K | – | 174 |
|
|
2023
Q1 | $331K | Sell |
3,987
-200
| -5% | -$16.6K | 0.21% | 118 |
|
|
2022
Q4 | $345K | Buy |
4,187
+2
| +0% | +$165 | 0.23% | 115 |
|
|
2022
Q3 | $335K | Sell |
4,185
-112
| -3% | -$8.97K | 0.24% | 110 |
|
|
2022
Q2 | $391K | Buy |
+4,297
| New | +$391K | 0.26% | 111 |
|
|
2021
Q4 | $498K | Buy |
+4,295
| New | +$498K | 0.27% | 118 |
|
|
2021
Q1 | $466K | Buy |
+4,296
| New | +$466K | 0.27% | 115 |
|