IWA
IVC 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 | $461K | Buy |
5,179
+477
| +10% | +$42.5K | 0.22% | 86 |
|
|
2025
Q1 | $426K | Buy |
4,702
+1,322
| +39% | +$120K | 0.23% | 89 |
|
|
2024
Q4 | $301K | Sell |
3,380
-42
| -1% | -$3.74K | 0.17% | 118 |
|
|
2024
Q3 | $333K | Buy |
3,422
+185
| +6% | +$18K | 0.18% | 112 |
|
|
2024
Q2 | $271K | Buy |
3,237
+375
| +13% | +$31.4K | 0.15% | 130 |
|
|
2024
Q1 | $248K | Sell |
2,862
-29
| -1% | -$2.51K | 0.14% | 140 |
|
|
2023
Q4 | $255K | Buy |
+2,891
| New | +$255K | 0.16% | 126 |
|
|
2023
Q3 | – | Sell |
-2,425
| Closed | -$203K | – | 166 |
|
|
2023
Q2 | $203K | Buy |
+2,425
| New | +$203K | 0.13% | 147 |
|
|
2022
Q4 | – | Sell |
-2,604
| Closed | -$209K | – | 160 |
|
|
2022
Q3 | $209K | Buy |
+2,604
| New | +$209K | 0.17% | 134 |
|