IWA
Inspirion Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
2,929
+3
| +0.1% | +$267 | 0.03% | 133 |
|
|
2025
Q1 | $265K | Buy |
2,926
+3
| +0.1% | +$272 | 0.04% | 128 |
|
|
2024
Q4 | $256K | Sell |
2,923
-734
| -20% | -$64.2K | 0.04% | 126 |
|
|
2024
Q3 | $356K | Sell |
3,657
-473
| -11% | -$46.1K | 0.05% | 109 |
|
|
2024
Q2 | $346K | Hold |
4,130
| – | – | 0.05% | 109 |
|
|
2024
Q1 | $357K | Hold |
4,130
| – | – | 0.06% | 107 |
|
|
2023
Q4 | $368K | Buy |
4,130
+1
| +0% | +$89 | 0.07% | 100 |
|
|
2023
Q3 | $312K | Hold |
4,129
| – | – | 0.06% | 106 |
|
|
2023
Q2 | $345K | Sell |
4,129
-1,182
| -22% | -$98.8K | 0.07% | 97 |
|
|
2023
Q1 | $441K | Buy |
5,311
+1,846
| +53% | +$153K | 0.09% | 88 |
|
|
2022
Q4 | $286K | Sell |
3,465
-483
| -12% | -$39.8K | 0.06% | 103 |
|
|
2022
Q3 | $316K | Sell |
3,948
-285
| -7% | -$22.8K | 0.07% | 91 |
|
|
2022
Q2 | $386K | Sell |
4,233
-29
| -0.7% | -$2.64K | 0.08% | 86 |
|
|
2022
Q1 | $462K | Buy |
4,262
+252
| +6% | +$27.3K | 0.09% | 74 |
|
|
2021
Q4 | $465K | Buy |
4,010
+748
| +23% | +$86.7K | 0.1% | 67 |
|
|
2021
Q3 | $332K | Buy |
3,262
+29
| +0.9% | +$2.95K | 0.08% | 73 |
|
|
2021
Q2 | $329K | Hold |
3,233
| – | – | 0.08% | 71 |
|
|
2021
Q1 | $297K | Buy |
3,233
+25
| +0.8% | +$2.3K | 0.08% | 73 |
|
|
2020
Q4 | $272K | Sell |
3,208
-99
| -3% | -$8.39K | 0.08% | 74 |
|
|
2020
Q3 | $261K | Sell |
3,307
-153
| -4% | -$12.1K | 0.09% | 71 |
|
|
2020
Q2 | $272K | Sell |
3,460
-775
| -18% | -$60.9K | 0.11% | 63 |
|
|
2020
Q1 | $296K | Sell |
4,235
-1,161
| -22% | -$81.1K | 0.15% | 53 |
|
|
2019
Q4 | $501K | Buy |
5,396
+1,312
| +32% | +$122K | 0.17% | 42 |
|
|
2019
Q3 | $381K | Sell |
4,084
-36
| -0.9% | -$3.36K | 0.17% | 47 |
|
|
2019
Q2 | $360K | Sell |
4,120
-770
| -16% | -$67.3K | 0.16% | 51 |
|
|
2019
Q1 | $425K | Buy |
4,890
+91
| +2% | +$7.91K | 0.19% | 45 |
|
|
2018
Q4 | $358K | Sell |
4,799
-217
| -4% | -$16.2K | 0.18% | 46 |
|
|
2018
Q3 | $405K | Sell |
5,016
-415
| -8% | -$33.5K | 0.17% | 47 |
|
|
2018
Q2 | $442K | Sell |
5,431
-86
| -2% | -$7K | 0.21% | 41 |
|
|
2018
Q1 | $416K | Sell |
5,517
-249
| -4% | -$18.8K | 0.2% | 43 |
|
|
2017
Q4 | $478K | Sell |
5,766
-477
| -8% | -$39.5K | 0.23% | 39 |
|
|
2017
Q3 | $519K | Buy |
6,243
+375
| +6% | +$31.2K | 0.26% | 37 |
|
|
2017
Q2 | $488K | Sell |
5,868
-181
| -3% | -$15.1K | 0.26% | 38 |
|
|
2017
Q1 | $500K | Buy |
6,049
+2,357
| +64% | +$195K | 0.28% | 37 |
|
|
2016
Q4 | $305K | Sell |
3,692
-86
| -2% | -$7.11K | 0.19% | 45 |
|
|
2016
Q3 | $328K | Buy |
3,778
+702
| +23% | +$60.9K | 0.21% | 46 |
|
|
2016
Q2 | $273K | Hold |
3,076
| – | – | 0.18% | 48 |
|
|
2016
Q1 | $258K | Buy |
+3,076
| New | +$258K | 0.18% | 48 |
|