GFWA
Grey Fox 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 | $7.56M | Buy |
84,860
+3,626
| +4% | +$323K | 1.8% | 11 |
|
|
2025
Q1 | $7.35M | Buy |
81,234
+4,920
| +6% | +$445K | 1.96% | 9 |
|
|
2024
Q4 | $6.8M | Buy |
76,314
+2,211
| +3% | +$197K | 1.86% | 10 |
|
|
2024
Q3 | $7.28M | Buy |
74,103
+16,859
| +29% | +$1.66M | 2.03% | 9 |
|
|
2024
Q2 | $4.85M | Buy |
57,244
+4,444
| +8% | +$377K | 1.71% | 10 |
|
|
2024
Q1 | $4.57M | Buy |
52,800
+7,813
| +17% | +$676K | 1.72% | 9 |
|
|
2023
Q4 | $3.98M | Buy |
44,987
+4,838
| +12% | +$427K | 1.73% | 10 |
|
|
2023
Q3 | $3.07M | Buy |
40,149
+63
| +0.2% | +$4.81K | 1.54% | 15 |
|
|
2023
Q2 | $3.39M | Buy |
40,086
+7,673
| +24% | +$648K | 1.74% | 13 |
|
|
2023
Q1 | $2.69M | Sell |
32,413
-1,118
| -3% | -$92.8K | 1.59% | 18 |
|
|
2022
Q4 | $2.77M | Buy |
+33,531
| New | +$2.77M | 1.83% | 17 |
|