GM
GeoWealth 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 | $498K | Sell |
5,596
-4,089
| -42% | -$364K | 0.02% | 407 |
|
|
2025
Q1 | $877K | Buy |
9,685
+9,274
| +2,256% | +$840K | 0.04% | 300 |
|
|
2024
Q4 | $36.6K | Buy |
411
+72
| +21% | +$6.41K | ﹤0.01% | 1248 |
|
|
2024
Q3 | $33K | Sell |
339
-31
| -8% | -$3.02K | ﹤0.01% | 1187 |
|
|
2024
Q2 | $31K | Sell |
370
-852
| -70% | -$71.4K | ﹤0.01% | 833 |
|
|
2024
Q1 | $106K | Buy |
1,222
+61
| +5% | +$5.28K | ﹤0.01% | 769 |
|
|
2023
Q4 | $103K | Buy |
+1,161
| New | +$103K | 0.01% | 587 |
|
|
2023
Q2 | – | Sell |
-447
| Closed | -$37K | – | 481 |
|
|
2023
Q1 | $37K | Sell |
447
-430
| -49% | -$35.6K | ﹤0.01% | 295 |
|
|
2022
Q4 | $73K | Sell |
877
-894
| -50% | -$74.4K | 0.01% | 286 |
|
|
2022
Q3 | $143K | Sell |
1,771
-27,098
| -94% | -$2.19M | 0.02% | 257 |
|
|
2022
Q2 | $2.63M | Sell |
28,869
-7,412
| -20% | -$676K | 0.35% | 64 |
|
|
2022
Q1 | $3.93M | Buy |
36,281
+4,465
| +14% | +$484K | 0.35% | 76 |
|
|
2021
Q4 | $3.69M | Buy |
31,816
+25,202
| +381% | +$2.92M | 0.3% | 76 |
|
|
2021
Q3 | $672K | Sell |
6,614
-8,563
| -56% | -$870K | 0.06% | 189 |
|
|
2021
Q2 | $1.55M | Buy |
+15,177
| New | +$1.55M | 0.2% | 86 |
|
|
2020
Q4 | – | Sell |
-70,692
| Closed | -$5.57M | – | 224 |
|
|
2020
Q3 | $5.57M | Buy |
+70,692
| New | +$5.57M | 1.69% | 13 |
|
|
2019
Q4 | – | Sell |
-121,318
| Closed | -$11.3M | – | 220 |
|
|
2019
Q3 | $11.3M | Buy |
+121,318
| New | +$11.3M | 2.54% | 8 |
|