DWM
Dopkins Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Buy |
10,982
+492
| +5% | +$43.8K | 0.44% | 39 |
|
|
2025
Q1 | $950K | Sell |
10,490
-1,939
| -16% | -$176K | 0.48% | 39 |
|
|
2024
Q4 | $1.11M | Buy |
12,429
+10,205
| +459% | +$909K | 0.56% | 36 |
|
|
2024
Q3 | $217K | Buy |
+2,224
| New | +$217K | 0.18% | 57 |
|