EWA
Etesian Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.14M | Buy |
23,974
+1,326
| +6% | +$118K | 0.8% | 31 |
|
2025
Q1 | $2.05M | Buy |
22,648
+18
| +0.1% | +$1.63K | 0.88% | 30 |
|
2024
Q4 | $2.02M | Buy |
22,630
+659
| +3% | +$58.7K | 0.89% | 25 |
|
2024
Q3 | $2.14M | Buy |
21,971
+500
| +2% | +$48.7K | 0.97% | 27 |
|
2024
Q2 | $1.8M | Sell |
21,471
-19
| -0.1% | -$1.59K | 1.01% | 26 |
|
2024
Q1 | $1.86M | Sell |
21,490
-135
| -0.6% | -$11.7K | 1.07% | 27 |
|
2023
Q4 | $1.93M | Sell |
21,625
-516
| -2% | -$46.1K | 1.16% | 23 |
|
2023
Q3 | $1.68M | Sell |
22,141
-241
| -1% | -$18.2K | 1.13% | 27 |
|
2023
Q2 | $1.87M | Buy |
22,382
+486
| +2% | +$40.6K | 1.22% | 25 |
|
2023
Q1 | $1.82M | Buy |
21,896
+511
| +2% | +$42.4K | 1.21% | 25 |
|
2022
Q4 | $1.76M | Buy |
+21,385
| New | +$1.76M | 1.28% | 27 |
|