IWM
Integris Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
10,211
-424
| -4% | -$19.6K | 0.12% | 64 |
|
|
2025
Q1 | $430K | Sell |
10,635
-346
| -3% | -$14K | 0.12% | 59 |
|
|
2024
Q4 | $434K | Sell |
10,981
-962
| -8% | -$38.1K | 0.12% | 61 |
|
|
2024
Q3 | $560K | Sell |
11,943
-517
| -4% | -$24.3K | 0.16% | 41 |
|
|
2024
Q2 | $506K | Sell |
12,460
-2,401
| -16% | -$97.4K | 0.15% | 43 |
|
|
2024
Q1 | $626K | Sell |
14,861
-2,955
| -17% | -$125K | 0.17% | 42 |
|
|
2023
Q4 | $759K | Sell |
17,816
-9,628
| -35% | -$410K | 0.22% | 36 |
|
|
2023
Q3 | $1.07M | Sell |
27,444
-152,980
| -85% | -$5.96M | 0.35% | 31 |
|
|
2023
Q2 | $7.25M | Buy |
180,424
+6,230
| +4% | +$250K | 2.57% | 9 |
|
|
2023
Q1 | $7.07M | Buy |
174,194
+7,456
| +4% | +$302K | 2.6% | 9 |
|
|
2022
Q4 | $6.89M | Buy |
+166,738
| New | +$6.89M | 2.69% | 9 |
|