IHWM
Iron Horse 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 | $257K | Buy |
2,891
+25
| +0.9% | +$2.23K | 0.08% | 46 |
|
|
2025
Q1 | $259K | Sell |
2,866
-49
| -2% | -$4.44K | 0.08% | 43 |
|
|
2024
Q4 | $260K | Sell |
2,915
-319
| -10% | -$28.4K | 0.09% | 42 |
|
|
2024
Q3 | $315K | Sell |
3,234
-115
| -3% | -$11.2K | 0.11% | 31 |
|
|
2024
Q2 | $280K | Sell |
3,349
-91
| -3% | -$7.62K | 0.11% | 34 |
|
|
2024
Q1 | $297K | Sell |
3,440
-1,192
| -26% | -$103K | 0.12% | 29 |
|
|
2023
Q4 | $409K | Buy |
4,632
+3
| +0.1% | +$265 | 0.18% | 26 |
|
|
2023
Q3 | $350K | Sell |
4,629
-938
| -17% | -$71K | 0.17% | 27 |
|
|
2023
Q2 | $465K | Sell |
5,567
-38,288
| -87% | -$3.2M | 0.23% | 24 |
|
|
2023
Q1 | $3.64M | Buy |
43,855
+3,509
| +9% | +$291K | 1.82% | 18 |
|
|
2022
Q4 | $3.33M | Buy |
40,346
+24,888
| +161% | +$2.05M | 1.8% | 18 |
|
|
2022
Q3 | $1.24M | Sell |
15,458
-21,035
| -58% | -$1.69M | 1.79% | 18 |
|
|
2022
Q2 | $3.33M | Buy |
36,493
+2,630
| +8% | +$240K | 1.89% | 19 |
|
|
2022
Q1 | $3.67M | Buy |
33,863
+1,542
| +5% | +$167K | 2.01% | 19 |
|
|
2021
Q4 | $3.75M | Buy |
32,321
+851
| +3% | +$98.7K | 2.11% | 18 |
|
|
2021
Q3 | $3.2M | Buy |
31,470
+2,118
| +7% | +$216K | 1.99% | 18 |
|
|
2021
Q2 | $2.99M | Buy |
29,352
+1,923
| +7% | +$196K | 1.97% | 18 |
|
|
2021
Q1 | $2.52M | Buy |
27,429
+1,027
| +4% | +$94.4K | 1.89% | 17 |
|
|
2020
Q4 | $2.24M | Buy |
+26,402
| New | +$2.24M | 1.8% | 17 |
|