EWM
EPG 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 | $59.6K | Buy |
669
+3
| +0.5% | +$267 | 0.02% | 217 |
|
|
2025
Q1 | $60.3K | Buy |
666
+4
| +0.6% | +$362 | 0.02% | 273 |
|
|
2024
Q4 | $59K | Sell |
662
-6
| -0.9% | -$535 | 0.02% | 287 |
|
|
2024
Q3 | $65.1K | Buy |
+668
| New | +$65.1K | 0.02% | 286 |
|
|
2024
Q2 | – | Sell |
-842
| Closed | -$72.8K | – | 294 |
|
|
2024
Q1 | $72.8K | Buy |
842
+3
| +0.4% | +$259 | 0.02% | 296 |
|
|
2023
Q4 | $69.3K | Buy |
839
+8
| +1% | +$661 | 0.02% | 284 |
|
|
2023
Q3 | $62.9K | Buy |
831
+4
| +0.5% | +$303 | 0.02% | 285 |
|
|
2023
Q2 | $69.1K | Hold |
827
| – | – | 0.02% | 279 |
|
|
2023
Q1 | $68.7K | Sell |
827
-100
| -11% | -$8.3K | 0.02% | 282 |
|
|
2022
Q4 | $76.5K | Sell |
927
-15
| -2% | -$1.24K | 0.03% | 247 |
|
|
2022
Q3 | $76K | Buy |
+942
| New | +$76K | 0.03% | 239 |
|
|
2022
Q1 | – | Sell |
-1,073
| Closed | -$124K | – | 437 |
|
|
2021
Q4 | $124K | Buy |
1,073
+402
| +60% | +$46.5K | 0.04% | 250 |
|
|
2021
Q3 | $68K | Buy |
+671
| New | +$68K | 0.03% | 258 |
|
|
2020
Q2 | – | Sell |
-492
| Closed | -$34K | – | 756 |
|
|
2020
Q1 | $34K | Sell |
492
-2,434
| -83% | -$168K | 0.03% | 330 |
|
|
2019
Q4 | $271K | Buy |
+2,926
| New | +$271K | 0.2% | 84 |
|