JWM
Jupiter 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 | $258K | Hold |
2,874
| – | – | 0.13% | 75 |
|
|
2025
Q1 | $260K | Hold |
2,874
| – | – | 0.16% | 62 |
|
|
2024
Q4 | $256K | Hold |
2,874
| – | – | 0.13% | 79 |
|
|
2024
Q3 | $280K | Hold |
2,874
| – | – | 0.14% | 74 |
|
|
2024
Q2 | $260K | Sell |
2,874
-1,281
| -31% | -$116K | 0.14% | 78 |
|
|
2024
Q1 | $338K | Sell |
4,155
-60
| -1% | -$4.89K | 0.18% | 69 |
|
|
2023
Q4 | $372K | Hold |
4,215
| – | – | 0.22% | 69 |
|
|
2023
Q3 | $319K | Buy |
+4,215
| New | +$319K | 0.21% | 67 |
|