KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
11,892
+285
| +2% | +$25.4K | 0.84% | 22 |
|
|
2025
Q1 | $1.05M | Sell |
11,607
-431
| -4% | -$39K | 0.92% | 20 |
|
|
2024
Q4 | $1.07M | Sell |
12,038
-157
| -1% | -$14K | 0.79% | 23 |
|
|
2024
Q3 | $1.19M | Sell |
12,195
-1,050
| -8% | -$102K | 0.99% | 22 |
|
|
2024
Q2 | $1.11M | Sell |
13,245
-3,221
| -20% | -$270K | 1.04% | 20 |
|
|
2024
Q1 | $1.42M | Sell |
16,466
-230
| -1% | -$19.9K | 1.4% | 17 |
|
|
2023
Q4 | $1.48M | Buy |
16,696
+434
| +3% | +$38.3K | 1.47% | 18 |
|
|
2023
Q3 | $1.23M | Buy |
16,262
+367
| +2% | +$27.8K | 1.27% | 20 |
|
|
2023
Q2 | $1.33M | Buy |
15,895
+469
| +3% | +$39.2K | 1.3% | 20 |
|
|
2023
Q1 | $1.28M | Buy |
15,426
+540
| +4% | +$44.8K | 1.32% | 19 |
|
|
2022
Q4 | $1.23M | Buy |
14,886
+907
| +6% | +$74.8K | 1.41% | 18 |
|
|
2022
Q3 | $1.12M | Buy |
13,979
+128
| +0.9% | +$10.3K | 1.69% | 16 |
|
|
2022
Q2 | $1.26M | Buy |
13,851
+11,678
| +537% | +$1.06M | 1.88% | 16 |
|
|
2022
Q1 | $235K | Sell |
2,173
-12,406
| -85% | -$1.34M | 0.54% | 29 |
|
|
2021
Q4 | $1.69M | Buy |
14,579
+11,494
| +373% | +$1.33M | 2.06% | 14 |
|
|
2021
Q3 | $314K | Sell |
3,085
-19,236
| -86% | -$1.96M | 0.94% | 26 |
|
|
2021
Q2 | $2.27M | Sell |
22,321
-1,255
| -5% | -$128K | 0.91% | 28 |
|
|
2021
Q1 | $2.17M | Sell |
23,576
-3,476
| -13% | -$319K | 1.14% | 27 |
|
|
2020
Q4 | $2.3M | Sell |
27,052
-9,554
| -26% | -$812K | 1.36% | 22 |
|
|
2020
Q3 | $2.89M | Sell |
36,606
-16,126
| -31% | -$1.27M | 2.12% | 12 |
|
|
2020
Q2 | $4.14M | Sell |
52,732
-612
| -1% | -$48.1K | 3.78% | 6 |
|
|
2020
Q1 | $3.73M | Sell |
53,344
-259
| -0.5% | -$18.1K | 4.17% | 5 |
|
|
2019
Q4 | $4.97M | Buy |
+53,603
| New | +$4.97M | 4.2% | 5 |
|