CWP
Concord Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58K | Hold |
51
| – | – | ﹤0.01% | 643 |
|
|
2025
Q1 | $4.62K | Hold |
51
| – | – | ﹤0.01% | 594 |
|
|
2024
Q4 | $4.51K | Buy |
51
+1
| +2% | +$88 | ﹤0.01% | 613 |
|
|
2024
Q3 | $4.87K | Hold |
50
| – | – | ﹤0.01% | 635 |
|
|
2024
Q2 | $4.15K | Buy |
50
+1
| +2% | +$83 | ﹤0.01% | 595 |
|
|
2024
Q1 | $4.2K | Sell |
49
-5
| -9% | -$428 | ﹤0.01% | 677 |
|
|
2023
Q4 | $4.79K | Buy |
54
+1
| +2% | +$89 | ﹤0.01% | 639 |
|
|
2023
Q3 | $4.05K | Hold |
53
| – | – | ﹤0.01% | 756 |
|
|
2023
Q2 | $4.44K | Buy |
53
+6
| +13% | +$502 | ﹤0.01% | 727 |
|
|
2023
Q1 | $3.91K | Hold |
47
| – | – | ﹤0.01% | 710 |
|
|
2022
Q4 | $3.86K | Buy |
+47
| New | +$3.86K | ﹤0.01% | 818 |
|
|
2022
Q3 | – | Sell |
-46
| Closed | -$4K | – | 1118 |
|
|
2022
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 899 |
|
|
2022
Q1 | $5K | Hold |
46
| – | – | ﹤0.01% | 926 |
|
|
2021
Q4 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 964 |
|
|
2021
Q3 | – | Sell |
-13
| Closed | -$1K | – | 1033 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q1 | $1K | Sell |
13
-5
| -28% | -$385 | ﹤0.01% | 967 |
|
|
2020
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 571 |
|