GWA
GGM Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,440
| Closed | -$208K | – | 144 |
|
|
2023
Q2 | $208K | Buy |
+2,440
| New | +$208K | 0.08% | 135 |
|
|
2023
Q1 | – | Sell |
-3,525
| Closed | -$297K | – | 130 |
|
|
2022
Q4 | $297K | Sell |
3,525
-731
| -17% | -$61.6K | 0.15% | 98 |
|
|
2022
Q3 | $344K | Sell |
4,256
-1,293
| -23% | -$105K | 0.19% | 90 |
|
|
2022
Q2 | $507K | Sell |
5,549
-75,563
| -93% | -$6.9M | 0.28% | 71 |
|
|
2022
Q1 | $8.97M | Buy |
81,112
+2,482
| +3% | +$275K | 4.5% | 6 |
|
|
2021
Q4 | $8.69M | Buy |
78,630
+2,152
| +3% | +$238K | 6.9% | 3 |
|
|
2021
Q3 | $8.37M | Sell |
76,478
-216
| -0.3% | -$23.6K | 6.64% | 3 |
|
|
2021
Q2 | $8.08M | Buy |
+76,694
| New | +$8.08M | 6.86% | 4 |
|