EWM

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

Edge Wealth Management’s Portfolio VNQ Stock Details VNQ Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$445K	Hold	5,000	–	–	0.09%	52
2025 Q1	$453K	Hold	5,000	–	–	0.09%	50
2024 Q4	$445K	Hold	5,000	–	–	0.09%	49
2024 Q3	$487K	Hold	5,000	–	–	0.1%	49
2024 Q2	$419K	Hold	5,000	–	–	0.09%	48
2024 Q1	$432K	Hold	5,000	–	–	0.09%	52
2023 Q4	$442K	Hold	5,000	–	–	0.1%	51
2023 Q3	$378K	Hold	5,000	–	–	0.09%	53
2023 Q2	$418K	Hold	5,000	–	–	0.09%	55
2023 Q1	$415K	Hold	5,000	–	–	0.1%	53
2022 Q4	$409K	Hold	5,000	–	–	0.1%	56
2022 Q3	$403K	Hold	5,000	–	–	0.09%	57
2022 Q2	$456K	Hold	5,000	–	–	0.1%	54
2022 Q1	$542K	Hold	5,000	–	–	0.11%	58
2021 Q4	$580K	Hold	5,000	–	–	0.11%	62
2021 Q3	$509K	Hold	5,000	–	–	0.1%	64
2021 Q2	$510K	Hold	5,000	–	–	0.1%	67
2021 Q1	$459K	Hold	5,000	–	–	0.1%	71
2020 Q4	$424K	Hold	5,000	–	–	0.1%	71
2020 Q3	$395K	Hold	5,000	–	–	0.09%	77
2020 Q2	$393K	Hold	5,000	–	–	0.07%	106
2020 Q1	$342K	Buy	+5,000	New	+$342K	0.07%	109
2018 Q2	–	Sell	-130	Closed	-$10K	–	610
2018 Q1	$10K	Sell	130 -84	-39%	-$6.46K	﹤0.01%	384
2017 Q4	$17K	Hold	214	–	–	﹤0.01%	328
2017 Q3	$18K	Hold	214	–	–	0.01%	314
2017 Q2	$18K	Hold	214	–	–	0.01%	310
2017 Q1	$18K	Sell	214 -423	-66%	-$35.6K	0.01%	296
2016 Q4	$52K	Hold	637	–	–	0.02%	187
2016 Q3	$55K	Buy	637 +423	+198%	+$36.5K	0.02%	173
2016 Q2	$19K	Hold	214	–	–	0.01%	258
2016 Q1	$18K	Hold	214	–	–	0.01%	241
2015 Q4	$17K	Sell	214 -350	-62%	-$27.8K	0.01%	255
2015 Q3	$42K	Buy	564 +84	+18%	+$6.26K	0.02%	190
2015 Q2	$36K	Sell	480 -233	-33%	-$17.5K	0.01%	209
2015 Q1	$60K	Sell	713 -425	-37%	-$35.8K	0.02%	177
2014 Q4	$93K	Buy	1,138 +494	+77%	+$40.4K	0.03%	148
2014 Q3	$46K	Hold	644	–	–	0.02%	199
2014 Q2	$48K	Buy	644 +1	+0.2%	+$75	0.02%	183
2014 Q1	$45K	Buy	643 +531	+474%	+$37.2K	0.02%	184
2013 Q4	$7K	Hold	112	–	–	﹤0.01%	284
2013 Q3	$7K	Buy	112 +1	+0.9%	+$63	﹤0.01%	256
2013 Q2	$8K	Buy	+111	New	+$8K	0.01%	247