IWM
IHT 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 | $407K | Sell |
4,574
-4,067
| -47% | -$362K | 0.01% | 772 |
|
|
2025
Q1 | $782K | Sell |
8,641
-2,238
| -21% | -$203K | 0.02% | 538 |
|
|
2024
Q4 | $969K | Sell |
10,879
-3,858
| -26% | -$344K | 0.03% | 464 |
|
|
2024
Q3 | $1.43M | Buy |
14,737
+4,987
| +51% | +$485K | 0.04% | 403 |
|
|
2024
Q2 | $817K | Sell |
9,750
-2,706
| -22% | -$227K | 0.03% | 483 |
|
|
2024
Q1 | $1.08M | Sell |
12,456
-459
| -4% | -$39.7K | 0.04% | 397 |
|
|
2023
Q4 | $1.14M | Sell |
12,915
-4,729
| -27% | -$418K | 0.05% | 352 |
|
|
2023
Q3 | $1.33M | Sell |
17,644
-2,124
| -11% | -$161K | 0.07% | 279 |
|
|
2023
Q2 | $1.65M | Sell |
19,768
-1,081
| -5% | -$90.3K | 0.09% | 222 |
|
|
2023
Q1 | $1.73M | Buy |
20,849
+5
| +0% | +$415 | 0.1% | 201 |
|
|
2022
Q4 | $1.72M | Sell |
20,844
-2,021
| -9% | -$167K | 0.11% | 196 |
|
|
2022
Q3 | $1.83M | Sell |
22,865
-1,150
| -5% | -$92.2K | 0.14% | 168 |
|
|
2022
Q2 | $2.19M | Buy |
24,015
+123
| +0.5% | +$11.2K | 0.19% | 115 |
|
|
2022
Q1 | $2.59M | Buy |
23,892
+7,964
| +50% | +$863K | 0.2% | 110 |
|
|
2021
Q4 | $1.85M | Buy |
15,928
+4,511
| +40% | +$523K | 0.14% | 149 |
|
|
2021
Q3 | $1.16M | Sell |
11,417
-2,245
| -16% | -$228K | 0.09% | 217 |
|
|
2021
Q2 | $1.39M | Buy |
13,662
+160
| +1% | +$16.3K | 0.09% | 247 |
|
|
2021
Q1 | $1.24M | Buy |
13,502
+500
| +4% | +$45.9K | 0.09% | 235 |
|
|
2020
Q4 | $1.1M | Sell |
13,002
-25
| -0.2% | -$2.12K | 0.09% | 223 |
|
|
2020
Q3 | $1.03M | Buy |
13,027
+97
| +0.8% | +$7.66K | 0.1% | 203 |
|
|
2020
Q2 | $1.02M | Sell |
12,930
-2,333
| -15% | -$183K | 0.14% | 160 |
|
|
2020
Q1 | $1.07M | Sell |
15,263
-4,459
| -23% | -$311K | 0.15% | 155 |
|
|
2019
Q4 | $1.83M | Sell |
19,722
-8,611
| -30% | -$799K | 0.22% | 109 |
|
|
2019
Q3 | $2.64M | Buy |
28,333
+2,039
| +8% | +$190K | 0.36% | 61 |
|
|
2019
Q2 | $2.3M | Buy |
26,294
+7,971
| +44% | +$697K | 0.33% | 68 |
|
|
2019
Q1 | $1.59M | Buy |
18,323
+12,694
| +226% | +$1.1M | 0.27% | 96 |
|
|
2018
Q4 | $420K | Buy |
5,629
+8
| +0.1% | +$597 | 0.08% | 271 |
|
|
2018
Q3 | $453K | Sell |
5,621
-1,030
| -15% | -$83K | 0.1% | 242 |
|
|
2018
Q2 | $542K | Sell |
6,651
-1,582
| -19% | -$129K | 0.14% | 197 |
|
|
2018
Q1 | $613K | Buy |
8,233
+6,769
| +462% | +$504K | 0.16% | 157 |
|
|
2017
Q4 | $119K | Buy |
1,464
+1,054
| +257% | +$85.7K | 0.03% | 452 |
|
|
2017
Q3 | $34K | Sell |
410
-38
| -8% | -$3.15K | 0.01% | 626 |
|
|
2017
Q2 | $32 | Buy |
448
+176
| +65% | +$13 | 0.02% | 643 |
|
|
2017
Q1 | $23K | Buy |
272
+29
| +12% | +$2.45K | 0.02% | 628 |
|
|
2016
Q4 | $20K | Buy |
+243
| New | +$20K | 0.02% | 642 |
|