HWM
Howard 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 | $1.25M | Sell |
14,056
-146
| -1% | -$13K | 0.63% | 44 |
|
|
2025
Q1 | $1.29M | Sell |
14,202
-240
| -2% | -$21.7K | 0.72% | 39 |
|
|
2024
Q4 | $1.29M | Sell |
14,442
-179
| -1% | -$15.9K | 0.7% | 42 |
|
|
2024
Q3 | $1.42M | Buy |
14,621
+167
| +1% | +$16.3K | 0.83% | 33 |
|
|
2024
Q2 | $1.21M | Buy |
14,454
+1,317
| +10% | +$110K | 0.95% | 27 |
|
|
2024
Q1 | $1.14M | Sell |
13,137
-398
| -3% | -$34.4K | 0.92% | 27 |
|
|
2023
Q4 | $1.2M | Sell |
13,535
-680
| -5% | -$60.1K | 1% | 25 |
|
|
2023
Q3 | $1.08M | Buy |
14,215
+18
| +0.1% | +$1.36K | 0.99% | 26 |
|
|
2023
Q2 | $1.19M | Sell |
14,197
-1,020
| -7% | -$85.2K | 1.03% | 24 |
|
|
2023
Q1 | $1.26M | Buy |
15,217
+59
| +0.4% | +$4.9K | 1.05% | 25 |
|
|
2022
Q4 | $1.25M | Buy |
15,158
+457
| +3% | +$37.7K | 1.03% | 26 |
|
|
2022
Q3 | $1.18M | Buy |
+14,701
| New | +$1.18M | 0.83% | 34 |
|
|
2022
Q2 | – | Sell |
-14,064
| Closed | -$1.52M | – | 129 |
|
|
2022
Q1 | $1.52M | Buy |
14,064
+572
| +4% | +$62K | 0.83% | 36 |
|
|
2021
Q4 | $1.57M | Buy |
13,492
+639
| +5% | +$74.1K | 0.83% | 35 |
|
|
2021
Q3 | $1.31M | Buy |
12,853
+23
| +0.2% | +$2.34K | 0.73% | 38 |
|
|
2021
Q2 | $1.31M | Buy |
12,830
+145
| +1% | +$14.8K | 0.72% | 38 |
|
|
2021
Q1 | $1.17M | Sell |
12,685
-714
| -5% | -$65.6K | 0.68% | 39 |
|
|
2020
Q4 | $1.14M | Sell |
13,399
-2,478
| -16% | -$210K | 0.71% | 37 |
|
|
2020
Q3 | $1.25M | Sell |
15,877
-2,434
| -13% | -$192K | 0.89% | 34 |
|
|
2020
Q2 | $1.44M | Sell |
18,311
-950
| -5% | -$74.6K | 1.17% | 28 |
|
|
2020
Q1 | $1.35M | Sell |
19,261
-651
| -3% | -$45.5K | 1.41% | 19 |
|
|
2019
Q4 | $1.85M | Buy |
+19,912
| New | +$1.85M | 1.54% | 15 |
|