DWS
Discipline Wealth Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+2,419
| New | +$215K | 0.08% | 89 |
|
|
2024
Q4 | – | Sell |
-2,309
| Closed | -$225K | – | 83 |
|
|
2024
Q3 | $225K | Sell |
2,309
-616
| -21% | -$60K | 0.12% | 64 |
|
|
2024
Q2 | $245K | Buy |
2,925
+515
| +21% | +$43.1K | 0.19% | 23 |
|
|
2024
Q1 | $205K | Sell |
2,410
-1,848
| -43% | -$157K | 0.19% | 19 |
|
|
2023
Q4 | $359K | Buy |
+4,258
| New | +$359K | 0.36% | 21 |
|