FWM
Fonville 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 | $6.78M | Buy |
76,146
+9,818
| +15% | +$874K | 1.72% | 20 |
|
|
2025
Q1 | $6M | Buy |
66,328
+6,663
| +11% | +$603K | 1.77% | 20 |
|
|
2024
Q4 | $5.31M | Buy |
59,665
+8,108
| +16% | +$722K | 1.76% | 19 |
|
|
2024
Q3 | $5.02M | Buy |
51,557
+3,198
| +7% | +$312K | 1.74% | 20 |
|
|
2024
Q2 | $4.05M | Buy |
48,359
+6,738
| +16% | +$565K | 1.61% | 23 |
|
|
2024
Q1 | $3.6M | Buy |
41,621
+10,690
| +35% | +$924K | 1.59% | 22 |
|
|
2023
Q4 | $2.73M | Buy |
+30,931
| New | +$2.73M | 1.45% | 24 |
|