GWANC
Guardian Wealth Advisors (North Carolina)’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.3K | Sell |
419
-35
| -8% | -$3.12K | ﹤0.01% | 418 |
|
|
2025
Q1 | $41.1K | Buy |
454
+35
| +8% | +$3.17K | ﹤0.01% | 393 |
|
|
2024
Q4 | $37.3K | Sell |
419
-28
| -6% | -$2.49K | ﹤0.01% | 381 |
|
|
2024
Q3 | $43.5K | Hold |
447
| – | – | ﹤0.01% | 313 |
|
|
2024
Q2 | $37.4K | Sell |
447
-1,223
| -73% | -$102K | ﹤0.01% | 315 |
|
|
2024
Q1 | $144K | Hold |
1,670
| – | – | 0.02% | 275 |
|
|
2023
Q4 | $148K | Buy |
1,670
+2
| +0.1% | +$177 | 0.02% | 253 |
|
|
2023
Q3 | $127K | Hold |
1,668
| – | – | 0.02% | 252 |
|
|
2023
Q2 | $141K | Hold |
1,668
| – | – | 0.02% | 239 |
|
|
2023
Q1 | $139K | Hold |
1,668
| – | – | 0.02% | 228 |
|
|
2022
Q4 | $138K | Hold |
1,668
| – | – | 0.03% | 211 |
|
|
2022
Q3 | $134K | Sell |
1,668
-882
| -35% | -$70.9K | 0.03% | 201 |
|
|
2022
Q2 | $232K | Buy |
+2,550
| New | +$232K | 0.04% | 170 |
|