IWM
Integris 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 | $1.37M | Sell |
15,355
-422
| -3% | -$37.6K | 0.36% | 25 |
|
|
2025
Q1 | $1.43M | Sell |
15,777
-112
| -0.7% | -$10.1K | 0.41% | 24 |
|
|
2024
Q4 | $1.42M | Sell |
15,889
-432
| -3% | -$38.5K | 0.4% | 25 |
|
|
2024
Q3 | $1.59M | Sell |
16,321
-43
| -0.3% | -$4.19K | 0.44% | 25 |
|
|
2024
Q2 | $1.37M | Sell |
16,364
-4,335
| -21% | -$363K | 0.4% | 27 |
|
|
2024
Q1 | $1.79M | Sell |
20,699
-2,307
| -10% | -$200K | 0.49% | 25 |
|
|
2023
Q4 | $2.03M | Sell |
23,006
-8,260
| -26% | -$730K | 0.6% | 25 |
|
|
2023
Q3 | $2.37M | Sell |
31,266
-148,015
| -83% | -$11.2M | 0.78% | 23 |
|
|
2023
Q2 | $15M | Buy |
179,281
+13,588
| +8% | +$1.14M | 5.3% | 4 |
|
|
2023
Q1 | $13.8M | Buy |
165,693
+6,699
| +4% | +$556K | 5.05% | 4 |
|
|
2022
Q4 | $13.1M | Buy |
+158,994
| New | +$13.1M | 5.12% | 4 |
|