IW
Instrumental Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,514
| Closed | -$219K | – | 61 |
|
|
2025
Q1 | $219K | Sell |
2,514
-913
| -27% | -$79.4K | 0.2% | 51 |
|
|
2024
Q4 | $314K | Sell |
3,427
-3,601
| -51% | -$330K | 0.3% | 36 |
|
|
2024
Q3 | $670K | Sell |
7,028
-29,768
| -81% | -$2.84M | 0.65% | 18 |
|
|
2024
Q2 | $3.24M | Sell |
36,796
-111
| -0.3% | -$9.77K | 3.35% | 9 |
|
|
2024
Q1 | $3M | Sell |
36,907
-818
| -2% | -$66.5K | 1.31% | 11 |
|
|
2023
Q4 | $3.17M | Buy |
37,725
+827
| +2% | +$69.6K | 3.43% | 9 |
|
|
2023
Q3 | $2.81M | Sell |
36,898
-3,798
| -9% | -$290K | 3.29% | 9 |
|
|
2023
Q2 | $3.49M | Buy |
40,696
+708
| +2% | +$60.7K | 4.2% | 8 |
|
|
2023
Q1 | $3.24M | Buy |
+39,988
| New | +$3.24M | 4.27% | 8 |
|