HWM
Hemington 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 | $2.23M | Sell |
25,012
-3,340
| -12% | -$297K | 0.32% | 31 |
|
|
2025
Q1 | $2.57M | Hold |
28,352
| – | – | 0.4% | 28 |
|
|
2024
Q4 | $2.53M | Buy |
28,352
+292
| +1% | +$26K | 0.64% | 29 |
|
|
2024
Q3 | $2.64M | Sell |
28,060
-1,082
| -4% | -$102K | 0.71% | 25 |
|
|
2024
Q2 | $2.44M | Sell |
29,142
-670
| -2% | -$56.1K | 0.82% | 25 |
|
|
2024
Q1 | $2.58M | Sell |
29,812
-487
| -2% | -$42.1K | 0.93% | 21 |
|
|
2023
Q4 | $2.68M | Sell |
30,299
-1,375
| -4% | -$121K | 1.03% | 18 |
|
|
2023
Q3 | $2.4M | Sell |
31,674
-131
| -0.4% | -$9.91K | 1.14% | 16 |
|
|
2023
Q2 | $2.66M | Sell |
31,805
-6,145
| -16% | -$513K | 1.08% | 18 |
|
|
2023
Q1 | $3.15M | Sell |
37,950
-719
| -2% | -$59.7K | 1.27% | 14 |
|
|
2022
Q4 | $3.19M | Sell |
38,669
-1,404
| -4% | -$116K | 1.37% | 14 |
|
|
2022
Q3 | $3.21M | Sell |
40,073
-1,788
| -4% | -$143K | 1.4% | 14 |
|
|
2022
Q2 | $3.81M | Sell |
41,861
-1,285
| -3% | -$117K | 1.51% | 14 |
|
|
2022
Q1 | $4.68M | Sell |
43,146
-1,789
| -4% | -$194K | 1.57% | 12 |
|
|
2021
Q4 | $3.82M | Buy |
44,935
+945
| +2% | +$80.3K | 1.77% | 8 |
|
|
2021
Q3 | $4.48M | Buy |
43,990
+409
| +0.9% | +$41.6K | 1.65% | 10 |
|
|
2021
Q2 | $4.44M | Sell |
43,581
-857
| -2% | -$87.2K | 1.89% | 8 |
|
|
2021
Q1 | $4.08M | Sell |
44,438
-497
| -1% | -$45.7K | 1.73% | 8 |
|
|
2020
Q4 | $3.82M | Buy |
+44,935
| New | +$3.82M | 1.77% | 8 |
|