OWM

Opes 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 Q1	–	Sell	-3,524	Closed	-$311K	–	135
2023 Q4	$311K	Sell	3,524 -1,975	-36%	-$174K	0.07%	104
2023 Q3	$416K	Sell	5,499 -2,243	-29%	-$170K	0.12%	88
2023 Q2	$647K	Buy	+7,742	New	+$647K	0.18%	65