NBWM
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North Berkeley Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

North Berkeley Wealth Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.47M Buy
16,483
+4,534
+38% +$404K 1.35% 16
2025
Q1 		$1.08M Buy
11,949
+5
+0% +$453 1.13% 18
2024
Q4 		$1.06M Buy
+11,944
New +$1.06M 1.08% 19