MAWCM
Mine & Arao Wealth Creation & 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 | – | Sell |
-2,247
| Closed | -$203K | – | 77 |
|
|
2025
Q1 | $203K | Sell |
2,247
-134
| -6% | -$12.1K | 0.1% | 73 |
|
|
2024
Q4 | $212K | Sell |
2,381
-619
| -21% | -$55.1K | 0.1% | 73 |
|
|
2024
Q3 | $292K | Sell |
3,000
-80
| -3% | -$7.79K | 0.14% | 64 |
|
|
2024
Q2 | $258K | Hold |
3,080
| – | – | 0.13% | 64 |
|
|
2024
Q1 | $266K | Sell |
3,080
-96
| -3% | -$8.3K | 0.13% | 66 |
|
|
2023
Q4 | $281K | Buy |
3,176
+70
| +2% | +$6.19K | 0.15% | 61 |
|
|
2023
Q3 | $235K | Buy |
3,106
+21
| +0.7% | +$1.59K | 0.14% | 61 |
|
|
2023
Q2 | $258K | Sell |
3,085
-202
| -6% | -$16.9K | 0.15% | 63 |
|
|
2023
Q1 | $273K | Buy |
3,287
+18
| +0.6% | +$1.5K | 0.18% | 61 |
|
|
2022
Q4 | $270K | Buy |
3,269
+34
| +1% | +$2.8K | 0.2% | 57 |
|
|
2022
Q3 | $259K | Buy |
3,235
+221
| +7% | +$17.7K | 0.19% | 58 |
|
|
2022
Q2 | $275K | Buy |
3,014
+355
| +13% | +$32.4K | 0.19% | 58 |
|
|
2022
Q1 | $288K | Buy |
2,659
+357
| +16% | +$38.7K | 0.17% | 60 |
|
|
2021
Q4 | $267K | Buy |
2,302
+388
| +20% | +$45K | 0.15% | 63 |
|
|
2021
Q3 | $195K | Buy |
1,914
+9
| +0.5% | +$917 | 0.12% | 70 |
|
|
2021
Q2 | $194K | Buy |
1,905
+573
| +43% | +$58.4K | 0.12% | 73 |
|
|
2021
Q1 | $122K | Buy |
1,332
+7
| +0.5% | +$641 | 0.08% | 92 |
|
|
2020
Q4 | $113K | Buy |
1,325
+25
| +2% | +$2.13K | 0.08% | 88 |
|
|
2020
Q3 | $103K | Sell |
1,300
-88
| -6% | -$6.97K | 0.08% | 85 |
|
|
2020
Q2 | $109K | Hold |
1,388
| – | – | 0.1% | 73 |
|
|
2020
Q1 | $97K | Buy |
1,388
+136
| +11% | +$9.5K | 0.11% | 70 |
|
|
2019
Q4 | $116K | Buy |
+1,252
| New | +$116K | 0.11% | 75 |
|