NEWAS
N.E.W. Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
1,795
| – | – | 0.02% | 202 |
|
|
2025
Q1 | $163K | Buy |
+1,795
| New | +$163K | 0.01% | 225 |
|
|
2023
Q2 | – | Sell |
-2,882
| Closed | -$239K | – | 139 |
|
|
2023
Q1 | $239K | Hold |
2,882
| – | – | 0.03% | 122 |
|
|
2022
Q4 | $238K | Sell |
2,882
-325
| -10% | -$26.8K | 0.04% | 117 |
|
|
2022
Q3 | $257K | Hold |
3,207
| – | – | 0.05% | 110 |
|
|
2022
Q2 | $292K | Sell |
3,207
-3,554
| -53% | -$324K | 0.05% | 98 |
|
|
2022
Q1 | $621K | Buy |
6,761
+3,374
| +100% | +$310K | 0.12% | 73 |
|
|
2021
Q4 | $393K | Sell |
3,387
-922
| -21% | -$107K | 0.06% | 96 |
|
|
2021
Q3 | $439K | Sell |
4,309
-292
| -6% | -$29.7K | 0.07% | 89 |
|
|
2021
Q2 | $469K | Sell |
4,601
-2,160
| -32% | -$220K | 0.08% | 84 |
|
|
2021
Q1 | $632K | Sell |
6,761
-4,200
| -38% | -$393K | 0.12% | 74 |
|
|
2020
Q4 | $933K | Buy |
+10,961
| New | +$933K | 0.2% | 57 |
|