FW
FirstPurpose Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $424K | Buy |
5,144
+143
| +3% | +$11.8K | 0.15% | 123 |
|
|
2023
Q4 | $442K | Sell |
5,001
-29
| -0.6% | -$2.56K | 0.17% | 101 |
|
|
2023
Q3 | $381K | Sell |
5,030
-32
| -0.6% | -$2.42K | 0.16% | 106 |
|
|
2023
Q2 | $423K | Sell |
5,062
-5,367
| -51% | -$448K | 0.18% | 99 |
|
|
2023
Q1 | $866K | Sell |
10,429
-1,571
| -13% | -$130K | 0.43% | 44 |
|
|
2022
Q4 | $990K | Sell |
12,000
-22,393
| -65% | -$1.85M | 0.55% | 31 |
|
|
2022
Q3 | $2.76M | Sell |
34,393
-168
| -0.5% | -$13.5K | 1.82% | 10 |
|
|
2022
Q2 | $3.15M | Buy |
34,561
+4,593
| +15% | +$418K | 2.12% | 9 |
|
|
2022
Q1 | $3.25M | Buy |
29,968
+7,770
| +35% | +$842K | 2.53% | 8 |
|
|
2021
Q4 | $2.58M | Buy |
+22,198
| New | +$2.58M | 1.62% | 12 |
|