DWM
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DKM Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

DKM Wealth Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$475K Sell
5,337
-39
-0.7% -$3.47K 0.41% 32
2025
Q1 		$487K Sell
5,376
-100
-2% -$9.05K 0.47% 28
2024
Q4 		$488K Buy
+5,476
New +$488K 0.46% 29