Laird Norton Wetherby Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,503
| Closed | -$216K | – | 967 |
|
|
2024
Q1 | $216K | Sell |
2,503
-982
| -28% | -$84.9K | 0.01% | 854 |
|
|
2023
Q4 | $308K | Buy |
+3,485
| New | +$308K | 0.02% | 713 |
|
|
2023
Q3 | – | Sell |
-6,815
| Closed | -$569K | – | 959 |
|
|
2023
Q2 | $569K | Buy |
6,815
+2,983
| +78% | +$249K | 0.03% | 486 |
|
|
2023
Q1 | $318K | Sell |
3,832
-1,488
| -28% | -$124K | 0.02% | 678 |
|
|
2022
Q4 | $439K | Sell |
5,320
-650
| -11% | -$53.6K | 0.03% | 560 |
|
|
2022
Q3 | $479K | Buy |
+5,970
| New | +$479K | 0.03% | 509 |
|
|
2022
Q1 | – | Sell |
-3,002
| Closed | -$348K | – | 955 |
|
|
2021
Q4 | $348K | Sell |
3,002
-608
| -17% | -$70.5K | 0.02% | 659 |
|
|
2021
Q3 | $367K | Buy |
+3,610
| New | +$367K | 0.02% | 611 |
|
|
2020
Q2 | – | Sell |
-19,869
| Closed | -$1.39M | – | 752 |
|
|
2020
Q1 | $1.39M | Buy |
19,869
+17,500
| +739% | +$1.22M | 0.16% | 127 |
|
|
2019
Q4 | $220K | Sell |
2,369
-20,175
| -89% | -$1.87M | 0.02% | 637 |
|
|
2019
Q3 | $2.1M | Buy |
22,544
+20,091
| +819% | +$1.87M | 0.22% | 108 |
|
|
2019
Q2 | $214K | Hold |
2,453
| – | – | 0.02% | 629 |
|
|
2019
Q1 | $213K | Buy |
+2,453
| New | +$213K | 0.03% | 601 |
|
|
2018
Q1 | – | Sell |
-1,143
| Closed | -$95K | – | 689 |
|
|
2017
Q4 | $95K | Hold |
1,143
| – | – | 0.01% | 632 |
|
|
2017
Q3 | $95K | Buy |
+1,143
| New | +$95K | 0.01% | 606 |
|
|
2015
Q3 | – | Sell |
-1,850
| Closed | -$138K | – | 495 |
|
|
2015
Q2 | $138K | Buy |
+1,850
| New | +$138K | 0.03% | 452 |
|