OWA
Outlook Wealth Advisors’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 |
-2,324
| Closed | -$210K | – | 283 |
|
|
2025
Q1 | $210K | Buy |
+2,324
| New | +$210K | 0.06% | 256 |
|
|
2024
Q4 | – | Sell |
-2,324
| Closed | -$226K | – | 279 |
|
|
2024
Q3 | $226K | Buy |
+2,324
| New | +$226K | 0.07% | 244 |
|
|
2024
Q1 | – | Sell |
-2,300
| Closed | -$203K | – | 283 |
|
|
2023
Q4 | $203K | Buy |
+2,300
| New | +$203K | 0.07% | 238 |
|
|
2022
Q3 | – | Sell |
-13,737
| Closed | -$1.25M | – | 198 |
|
|
2022
Q2 | $1.25M | Sell |
13,737
-402
| -3% | -$36.6K | 0.51% | 50 |
|
|
2022
Q1 | $1.53M | Sell |
14,139
-168
| -1% | -$18.2K | 0.51% | 40 |
|
|
2021
Q4 | $1.66M | Buy |
+14,307
| New | +$1.66M | 0.49% | 44 |
|