DWS
Dynamic Wealth Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $197K | Sell |
2,207
-54
| -2% | -$4.81K | 0.14% | 68 |
|
2025
Q1 | $205K | Buy |
+2,261
| New | +$205K | 0.17% | 66 |
|
2024
Q4 | – | Sell |
-2,068
| Closed | -$201K | – | 216 |
|
2024
Q3 | $201K | Hold |
2,068
| – | – | 0.16% | 63 |
|
2024
Q2 | $173K | Sell |
2,068
-3
| -0.1% | -$251 | 0.15% | 74 |
|
2024
Q1 | $179K | Sell |
2,071
-58
| -3% | -$5.01K | 0.15% | 69 |
|
2023
Q4 | $188K | Buy |
+2,129
| New | +$188K | 0.17% | 62 |
|