EWM
Endowment 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 | $1.05M | Sell |
11,788
-309
| -3% | -$27.5K | 0.54% | 50 |
|
|
2025
Q1 | $1.1M | Sell |
12,097
-432
| -3% | -$39.1K | 0.7% | 41 |
|
|
2024
Q4 | $1.12M | Buy |
12,529
+321
| +3% | +$28.6K | 0.75% | 38 |
|
|
2024
Q3 | $1.19M | Buy |
12,208
+295
| +2% | +$28.7K | 0.78% | 36 |
|
|
2024
Q2 | $998K | Sell |
11,913
-72
| -0.6% | -$6.03K | 0.73% | 40 |
|
|
2024
Q1 | $1.04M | Buy |
11,985
+2,150
| +22% | +$186K | 0.78% | 36 |
|
|
2023
Q4 | $869K | Buy |
9,835
+353
| +4% | +$31.2K | 0.72% | 35 |
|
|
2023
Q3 | $717K | Buy |
9,482
+181
| +2% | +$13.7K | 0.64% | 39 |
|
|
2023
Q2 | $777K | Sell |
9,301
-60
| -0.6% | -$5.01K | 0.71% | 34 |
|
|
2023
Q1 | $771K | Buy |
9,361
+1,500
| +19% | +$124K | 0.77% | 30 |
|
|
2022
Q4 | $648K | Buy |
7,861
+67
| +0.9% | +$5.53K | 0.71% | 31 |
|
|
2022
Q3 | $625K | Buy |
7,794
+193
| +3% | +$15.5K | 0.76% | 28 |
|
|
2022
Q2 | $693K | Buy |
7,601
+155
| +2% | +$14.1K | 0.83% | 25 |
|
|
2022
Q1 | $807K | Sell |
7,446
-2,433
| -25% | -$264K | 0.85% | 23 |
|
|
2021
Q4 | $1.15M | Buy |
+9,879
| New | +$1.15M | 1.16% | 22 |
|