HWM
Horizons 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 | $9.98M | Buy |
112,080
+1,037
| +0.9% | +$92.4K | 7.12% | 4 |
|
|
2025
Q1 | $10.1M | Buy |
111,043
+3,397
| +3% | +$308K | 7.48% | 3 |
|
|
2024
Q4 | $9.59M | Buy |
107,646
+3,586
| +3% | +$319K | 7.31% | 3 |
|
|
2024
Q3 | $10.1M | Sell |
104,060
-2,401
| -2% | -$234K | 7.79% | 3 |
|
|
2024
Q2 | $9.45M | Sell |
106,461
-29,102
| -21% | -$2.58M | 7.48% | 3 |
|
|
2024
Q1 | $12M | Hold |
135,563
| – | – | 7.85% | 3 |
|
|
2023
Q4 | $12M | Sell |
135,563
-2,924
| -2% | -$258K | 7.85% | 3 |
|
|
2023
Q3 | $10.5M | Sell |
138,487
-30
| -0% | -$2.27K | 7.64% | 3 |
|
|
2023
Q2 | $11.6M | Buy |
138,517
+2,662
| +2% | +$222K | 8.2% | 3 |
|
|
2023
Q1 | $11.3M | Buy |
135,855
+9,522
| +8% | +$791K | 8.27% | 3 |
|
|
2022
Q4 | $10.4M | Buy |
126,333
+15,311
| +14% | +$1.26M | 8.35% | 3 |
|
|
2022
Q3 | $8.9M | Buy |
111,022
+32
| +0% | +$2.57K | 8.2% | 3 |
|
|
2022
Q2 | $11.2M | Buy |
+110,990
| New | +$11.2M | 9.14% | 2 |
|