HWMG
Hurlow Wealth Management Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
134,073
-25,630
| -16% | -$2.28M | 3.37% | 7 |
|
|
2025
Q1 | $14.5M | Buy |
159,703
+7,336
| +5% | +$664K | 4.52% | 6 |
|
|
2024
Q4 | $13.6M | Buy |
152,367
+3,641
| +2% | +$324K | 4.24% | 6 |
|
|
2024
Q3 | $14.5M | Buy |
148,726
+6,206
| +4% | +$605K | 4.52% | 6 |
|
|
2024
Q2 | $11.9M | Buy |
142,520
+6,337
| +5% | +$531K | 4.1% | 7 |
|
|
2024
Q1 | $11.8M | Buy |
136,183
+1,879
| +1% | +$162K | 4.16% | 7 |
|
|
2023
Q4 | $11.9M | Buy |
134,304
+5,403
| +4% | +$477K | 4.49% | 6 |
|
|
2023
Q3 | $9.75M | Buy |
128,901
+5,887
| +5% | +$445K | 4.24% | 6 |
|
|
2023
Q2 | $10.3M | Buy |
123,014
+10,111
| +9% | +$845K | 4.39% | 6 |
|
|
2023
Q1 | $9.38M | Buy |
112,903
+11,855
| +12% | +$984K | 4.34% | 6 |
|
|
2022
Q4 | $8.33M | Buy |
101,048
+6,330
| +7% | +$522K | 4.34% | 6 |
|
|
2022
Q3 | $7.59M | Buy |
94,718
+2,946
| +3% | +$236K | 4.43% | 6 |
|
|
2022
Q2 | $8.36M | Buy |
91,772
+856
| +0.9% | +$78K | 4.82% | 6 |
|
|
2022
Q1 | $9.85M | Buy |
90,916
+7,058
| +8% | +$765K | 6.04% | 5 |
|
|
2021
Q4 | $7.13M | Sell |
83,858
-5,029
| -6% | -$427K | 5.59% | 5 |
|
|
2021
Q3 | $9.05M | Sell |
88,887
-574
| -0.6% | -$58.4K | 5.38% | 6 |
|
|
2021
Q2 | $9.11M | Buy |
89,461
+3,039
| +4% | +$309K | 5.99% | 5 |
|
|
2021
Q1 | $7.94M | Buy |
86,422
+6,439
| +8% | +$592K | 5.73% | 5 |
|
|
2020
Q4 | $6.79M | Buy |
79,983
+3,815
| +5% | +$324K | 5.33% | 5 |
|
|
2020
Q3 | $6.01M | Buy |
76,168
+1,106
| +1% | +$87.3K | 5.51% | 5 |
|
|
2020
Q2 | $5.79M | Buy |
75,062
+6,901
| +10% | +$533K | 5.59% | 5 |
|
|
2020
Q1 | $5.09M | Buy |
68,161
+8,639
| +15% | +$645K | 5.45% | 4 |
|
|
2019
Q4 | $5.58M | Buy |
59,522
+2,253
| +4% | +$211K | 5.47% | 4 |
|
|
2019
Q3 | $5.33M | Buy |
57,269
+10,080
| +21% | +$938K | 5.66% | 3 |
|
|
2019
Q2 | $4.23M | Buy |
47,189
+884
| +2% | +$79.2K | 4.44% | 5 |
|
|
2019
Q1 | $4.02M | Buy |
46,305
+1,068
| +2% | +$92.7K | 4.31% | 5 |
|
|
2018
Q4 | $3.68M | Buy |
+45,237
| New | +$3.68M | 4.44% | 5 |
|